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 | $23,473 | $154,228-84.8% | $145,433-83.9% | $137,256-82.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,952 | $4,804-59.4% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $3,300 | $8,216-59.8% | $7,897-58.2% | $6,407-48.5% |
| Admin fee / account holder | $1,499 | $14,344-89.5% | $13,129-88.6% | $12,270-87.8% |