See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,443 | $124,281-81.1% | $109,143-78.5% | $167,490-86.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.62% | 26.04%-7.4pp | 25.75%-7.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,585 | $4,207-14.8% | $3,722-3.7% | $4,837-25.9% |
| Participant deferral / active EE | $2,692 | $5,255-48.8% | $4,653-42.1% | $6,341-57.5% |
| Admin fee / account holder | $1,245 | $7,970-84.4% | $6,752-81.6% | $12,309-89.9% |