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 | $18,020 | $159,602-88.7% | $150,045-88.0% | $142,382-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.61% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,102 | $4,961-57.6% | $4,693-55.2% | $4,299-51.1% |
| Participant deferral / active EE | $4,454 | $8,310-46.4% | $7,997-44.3% | $6,507-31.5% |
| Admin fee / account holder | $1,832 | $14,846-87.7% | $13,435-86.4% | $12,624-85.5% |