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 | $34,453 | $209,411-83.5% | $178,490-80.7% | $158,922-78.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.94% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $5,954 | $5,706+4.3% | $5,011+18.8% | $4,761+25.0% |
| Participant deferral / active EE | $6,760 | $5,954+13.5% | $5,202+30.0% | $5,982+13.0% |
| Admin fee / account holder | $441 | $17,074-97.4% | $13,984-96.8% | $11,246-96.1% |