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 7-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 | $24,749 | $177,572-86.1% | $154,803-84.0% | $142,382-82.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 20.09% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,314 | $4,810-72.7% | $4,305-69.5% | $4,299-69.4% |
| Participant deferral / active EE | $5,386 | $6,272-14.1% | $5,540-2.8% | $6,507-17.2% |
| Admin fee / account holder | $1,313 | $16,786-92.2% | $14,329-90.8% | $12,624-89.6% |