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 4-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 | $35,802 | $132,634-73.0% | $115,768-69.1% | $137,256-73.9% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.4%+12.0pp | 80.0%+6.4pp |
| Annual return | 19.87% | 160.70%-140.8pp | 100.46%-80.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,244 | $3,360-3.5% | $2,940+10.3% | $4,156-22.0% |
| Participant deferral / active EE | $6,440 | $5,619+14.6% | $4,917+31.0% | $6,407+0.5% |
| Admin fee / account holder | $377 | $15,028-97.5% | $12,439-97.0% | $12,270-96.9% |