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 8-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 | $42,069 | $114,381-63.2% | $107,525-60.9% | $142,382-70.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,003 | $4,015-25.2% | $3,754-20.0% | $4,299-30.2% |
| Participant deferral / active EE | $8,245 | $5,564+48.2% | $5,116+61.2% | $6,507+26.7% |
| Admin fee / account holder | $1,018 | $9,860-89.7% | $8,919-88.6% | $12,624-91.9% |