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 | $178,174-76.1% | $156,181-72.7% | $137,256-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.74% | 84.19%-65.5pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,209 | $4,972+4.8% | $4,294+21.3% | $4,156+25.3% |
| Participant deferral / active EE | $12,563 | $6,888+82.4% | $6,132+104.9% | $6,407+96.1% |
| Admin fee / account holder | $3,884 | $17,404-77.7% | $14,586-73.4% | $12,270-68.3% |