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 | $37,078 | $177,572-79.1% | $154,803-76.0% | $142,382-74.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.67% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,173 | $4,810-13.3% | $4,305-3.1% | $4,299-2.9% |
| Participant deferral / active EE | $7,155 | $6,272+14.1% | $5,540+29.1% | $6,507+10.0% |
| Admin fee / account holder | $2,826 | $16,786-83.2% | $14,329-80.3% | $12,624-77.6% |