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 | $22,766 | $177,572-87.2% | $154,803-85.3% | $142,382-84.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.58% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,057 | $4,810-57.2% | $4,305-52.2% | $4,299-52.2% |
| Participant deferral / active EE | $3,224 | $6,272-48.6% | $5,540-41.8% | $6,507-50.5% |
| Admin fee / account holder | $1,089 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |