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 | $58,176 | $148,534-60.8% | $135,903-57.2% | $139,434-58.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.18% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,546 | $5,243-70.5% | $4,856-68.2% | $4,751-67.5% |
| Participant deferral / active EE | $2,546 | $8,100-68.6% | $7,758-67.2% | $6,710-62.1% |
| Admin fee / account holder | $3,466 | $12,400-72.0% | $10,762-67.8% | $11,403-69.6% |