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 | $35,810 | $179,726-80.1% | $156,263-77.1% | $142,382-74.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.87% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,276 | $5,069-35.4% | $4,333-24.4% | $4,299-23.8% |
| Participant deferral / active EE | $4,978 | $6,956-28.4% | $6,158-19.2% | $6,507-23.5% |
| Admin fee / account holder | $2,871 | $17,272-83.4% | $14,255-79.9% | $12,624-77.3% |