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 6-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 | $32,374 | $159,602-79.7% | $150,045-78.4% | $142,382-77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.81% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $5,480 | $4,961+10.5% | $4,693+16.8% | $4,299+27.5% |
| Participant deferral / active EE | $10,621 | $8,310+27.8% | $7,997+32.8% | $6,507+63.2% |
| Admin fee / account holder | $6,824 | $14,846-54.0% | $13,435-49.2% | $12,624-45.9% |