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 | $46,180 | $177,572-74.0% | $154,803-70.2% | $142,382-67.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.11% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,201 | $4,810-33.5% | $4,305-25.6% | $4,299-25.5% |
| Participant deferral / active EE | $8,698 | $6,272+38.7% | $5,540+57.0% | $6,507+33.7% |
| Admin fee / account holder | $916 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |