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 7-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 | $30,829 | $217,402-85.8% | $185,823-83.4% | $167,490-81.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.75% | 148.36%-127.6pp | 122.05%-101.3pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,376 | $5,873-76.6% | $5,167-73.4% | $4,837-71.5% |
| Participant deferral / active EE | $3,756 | $6,356-40.9% | $5,568-32.5% | $6,341-40.8% |
| Admin fee / account holder | $3,451 | $19,811-82.6% | $16,237-78.7% | $12,309-72.0% |