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 | $52,175 | $177,572-70.6% | $154,803-66.3% | $142,382-63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,888 | $4,810-19.2% | $4,305-9.7% | $4,299-9.6% |
| Participant deferral / active EE | $3,690 | $6,272-41.2% | $5,540-33.4% | $6,507-43.3% |
| Admin fee / account holder | $9,904 | $16,786-41.0% | $14,329-30.9% | $12,624-21.5% |