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 | $40,820 | $214,378-81.0% | $200,582-79.6% | $142,382-71.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.84% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,961 | $6,841-56.7% | $6,419-53.9% | $4,299-31.1% |
| Participant deferral / active EE | $11,016 | $9,865+11.7% | $9,331+18.1% | $6,507+69.3% |
| Admin fee / account holder | $6,701 | $17,692-62.1% | $16,305-58.9% | $12,624-46.9% |