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 | $24,911 | $179,726-86.1% | $156,263-84.1% | $142,382-82.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.17% | 77.86%-67.7pp | 59.47%-49.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,580 | $5,069-49.1% | $4,333-40.5% | $4,299-40.0% |
| Participant deferral / active EE | $2,962 | $6,956-57.4% | $6,158-51.9% | $6,507-54.5% |
| Admin fee / account holder | $9,871 | $17,272-42.8% | $14,255-30.8% | $12,624-21.8% |