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 | $24,155 | $165,335-85.4% | $149,696-83.9% | $158,922-84.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 23.31% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,692 | $5,103-27.6% | $4,644-20.5% | $4,761-22.5% |
| Participant deferral / active EE | $9,050 | $7,181+26.0% | $6,842+32.3% | $5,982+51.3% |
| Admin fee / account holder | $1,947 | $10,807-82.0% | $9,309-79.1% | $11,246-82.7% |