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 9-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 | $69,992 | $157,256-55.5% | $141,162-50.4% | $152,861-54.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.25% | 64.32%-49.1pp | 71.39%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,675 | $5,261-49.2% | $4,735-43.5% | $4,762-43.8% |
| Participant deferral / active EE | $3,414 | $7,109-52.0% | $6,709-49.1% | $5,850-41.6% |
| Admin fee / account holder | $1,087 | $12,120-91.0% | $10,261-89.4% | $11,596-90.6% |