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 7-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 | $42,735 | $162,781-73.7% | $133,956-68.1% | $158,922-73.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 37.59% | 41.94%-4.3pp | 45.09%-7.5pp | 302.83%-265.2pp |
| Employer contribution / active EE | $14,219 | $4,975+185.8% | $3,919+262.9% | $4,761+198.6% |
| Participant deferral / active EE | $15,188 | $5,911+157.0% | $5,048+200.9% | $5,982+153.9% |
| Admin fee / account holder | $16,939 | $11,736+44.3% | $8,927+89.7% | $11,246+50.6% |