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 | $93,465 | $214,378-56.4% | $200,582-53.4% | $142,382-34.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.40% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,541 | $6,841-33.6% | $6,419-29.3% | $4,299+5.6% |
| Participant deferral / active EE | $11,127 | $9,865+12.8% | $9,331+19.2% | $6,507+71.0% |
| Admin fee / account holder | $12,803 | $17,692-27.6% | $16,305-21.5% | $12,624+1.4% |