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 8-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 | $32,573 | $214,378-84.8% | $200,582-83.8% | $142,382-77.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.75% | 46.41%-22.7pp | 42.33%-18.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $6,028 | $6,841-11.9% | $6,419-6.1% | $4,299+40.2% |
| Participant deferral / active EE | $8,087 | $9,865-18.0% | $9,331-13.3% | $6,507+24.3% |
| Admin fee / account holder | $6,256 | $17,692-64.6% | $16,305-61.6% | $12,624-50.4% |