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 | $130,902 | $214,378-38.9% | $200,582-34.7% | $142,382-8.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.84% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,723 | $6,841-31.0% | $6,419-26.4% | $4,299+9.9% |
| Participant deferral / active EE | $14,875 | $9,865+50.8% | $9,331+59.4% | $6,507+128.6% |
| Admin fee / account holder | $1,543 | $17,692-91.3% | $16,305-90.5% | $12,624-87.8% |