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 | $40,423 | $177,572-77.2% | $154,803-73.9% | $142,382-71.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.26% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,151 | $4,810-34.5% | $4,305-26.8% | $4,299-26.7% |
| Participant deferral / active EE | $4,084 | $6,272-34.9% | $5,540-26.3% | $6,507-37.2% |
| Admin fee / account holder | $1,382 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |