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 6-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 | $56,976 | $214,378-73.4% | $200,582-71.6% | $142,382-60.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.53% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,407 | $6,841-79.4% | $6,419-78.1% | $4,299-67.3% |
| Participant deferral / active EE | $10,819 | $9,865+9.7% | $9,331+15.9% | $6,507+66.3% |
| Admin fee / account holder | $3,811 | $17,692-78.5% | $16,305-76.6% | $12,624-69.8% |