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 | $22,036 | $154,228-85.7% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.50% | 74.59%-44.1pp | 66.58%-36.1pp | 220.34%-189.8pp |
| Employer contribution / active EE | $2,260 | $4,804-53.0% | $4,554-50.4% | $4,156-45.6% |
| Participant deferral / active EE | $5,678 | $8,216-30.9% | $7,897-28.1% | $6,407-11.4% |
| Admin fee / account holder | $368 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |