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 | $16,899 | $107,452-84.3% | $91,541-81.5% | $142,382-88.1% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.8%+23.1pp | 80.1%+12.7pp |
| Annual return | 15.14% | 22.06%-6.9pp | 20.50%-5.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,437 | $2,994-18.6% | $2,505-2.7% | $4,299-43.3% |
| Participant deferral / active EE | $1,143 | $4,754-76.0% | $4,008-71.5% | $6,507-82.4% |
| Admin fee / account holder | $860 | $8,834-90.3% | $6,956-87.6% | $12,624-93.2% |