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 | $21,388 | $154,228-86.1% | $145,433-85.3% | $137,256-84.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.60% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,208 | $4,804-33.2% | $4,554-29.6% | $4,156-22.8% |
| Participant deferral / active EE | $5,112 | $8,216-37.8% | $7,897-35.3% | $6,407-20.2% |
| Admin fee / account holder | $3,869 | $14,344-73.0% | $13,129-70.5% | $12,270-68.5% |