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 | $24,351 | $177,572-86.3% | $154,803-84.3% | $142,382-82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,497 | $4,810-68.9% | $4,305-65.2% | $4,299-65.2% |
| Participant deferral / active EE | $5,249 | $6,272-16.3% | $5,540-5.3% | $6,507-19.3% |
| Admin fee / account holder | $4,650 | $16,786-72.3% | $14,329-67.5% | $12,624-63.2% |