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 4-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 | $24,644 | $177,572-86.1% | $154,803-84.1% | $142,382-82.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.32% | 65.07%-47.7pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,240 | $4,810-74.2% | $4,305-71.2% | $4,299-71.1% |
| Participant deferral / active EE | $5,650 | $6,272-9.9% | $5,540+2.0% | $6,507-13.2% |
| Admin fee / account holder | $2,441 | $16,786-85.5% | $14,329-83.0% | $12,624-80.7% |