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 | $28,238 | $177,572-84.1% | $154,803-81.8% | $142,382-80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.47% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,839 | $4,810-61.8% | $4,305-57.3% | $4,299-57.2% |
| Participant deferral / active EE | $6,285 | $6,272+0.2% | $5,540+13.4% | $6,507-3.4% |
| Admin fee / account holder | $6,376 | $16,786-62.0% | $14,329-55.5% | $12,624-49.5% |