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 3-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 | $40,321 | $177,572-77.3% | $154,803-74.0% | $142,382-71.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.48% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,856 | $4,810-19.8% | $4,305-10.4% | $4,299-10.3% |
| Participant deferral / active EE | $7,882 | $6,272+25.7% | $5,540+42.3% | $6,507+21.1% |
| Admin fee / account holder | $1,587 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |