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 6-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 | $26,879 | $177,572-84.9% | $154,803-82.6% | $142,382-81.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.14% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,398 | $4,810-70.9% | $4,305-67.5% | $4,299-67.5% |
| Participant deferral / active EE | $2,943 | $6,272-53.1% | $5,540-46.9% | $6,507-54.8% |
| Admin fee / account holder | $5,614 | $16,786-66.6% | $14,329-60.8% | $12,624-55.5% |