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 | $31,461 | $154,228-79.6% | $145,433-78.4% | $137,256-77.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.45% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,864 | $4,804-40.4% | $4,554-37.1% | $4,156-31.1% |
| Participant deferral / active EE | $5,259 | $8,216-36.0% | $7,897-33.4% | $6,407-17.9% |
| Admin fee / account holder | $629 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |