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 | $42,586 | $179,726-76.3% | $156,263-72.7% | $142,382-70.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.74% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,209 | $5,069+2.8% | $4,333+20.2% | $4,299+21.2% |
| Participant deferral / active EE | $12,563 | $6,956+80.6% | $6,158+104.0% | $6,507+93.1% |
| Admin fee / account holder | $3,884 | $17,272-77.5% | $14,255-72.8% | $12,624-69.2% |