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 | $40,331 | $165,335-75.6% | $149,696-73.1% | $158,922-74.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.97% | 348.15%-324.2pp | 276.60%-252.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $4,506 | $5,103-11.7% | $4,644-3.0% | $4,761-5.4% |
| Participant deferral / active EE | $9,589 | $7,181+33.5% | $6,842+40.1% | $5,982+60.3% |
| Admin fee / account holder | $565 | $10,807-94.8% | $9,309-93.9% | $11,246-95.0% |