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 | $24,813 | $177,572-86.0% | $154,803-84.0% | $142,382-82.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.99% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,121 | $4,810-76.7% | $4,305-74.0% | $4,299-73.9% |
| Participant deferral / active EE | $3,868 | $6,272-38.3% | $5,540-30.2% | $6,507-40.6% |
| Admin fee / account holder | $13,352 | $16,786-20.5% | $14,329-6.8% | $12,624+5.8% |