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 8-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 | $42,716 | $214,378-80.1% | $200,582-78.7% | $142,382-70.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.29% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,709 | $6,841-60.4% | $6,419-57.8% | $4,299-37.0% |
| Participant deferral / active EE | $11,951 | $9,865+21.1% | $9,331+28.1% | $6,507+83.7% |
| Admin fee / account holder | $7,682 | $17,692-56.6% | $16,305-52.9% | $12,624-39.1% |