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 9-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 | $46,460 | $180,028-74.2% | $138,135-66.4% | $158,922-70.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 27.64% | 21.68%+6.0pp | 20.51%+7.1pp | 302.83%-275.2pp |
| Employer contribution / active EE | $5,521 | $7,470-26.1% | $5,587-1.2% | $4,761+15.9% |
| Participant deferral / active EE | $8,004 | $7,717+3.7% | $6,431+24.5% | $5,982+33.8% |
| Admin fee / account holder | $1,207 | $17,912-93.3% | $11,856-89.8% | $11,246-89.3% |