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 8-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 | $37,832 | $179,726-79.0% | $156,263-75.8% | $142,382-73.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.18% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,953 | $5,069-61.5% | $4,333-54.9% | $4,299-54.6% |
| Participant deferral / active EE | $5,337 | $6,956-23.3% | $6,158-13.3% | $6,507-18.0% |
| Admin fee / account holder | $875 | $17,272-94.9% | $14,255-93.9% | $12,624-93.1% |