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 | $37,786 | $159,602-76.3% | $150,045-74.8% | $142,382-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.15% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,282 | $4,961-54.0% | $4,693-51.4% | $4,299-46.9% |
| Participant deferral / active EE | $7,630 | $8,310-8.2% | $7,997-4.6% | $6,507+17.3% |
| Admin fee / account holder | $2,134 | $14,846-85.6% | $13,435-84.1% | $12,624-83.1% |