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 | $48,571 | $176,056-72.4% | $159,436-69.5% | $167,490-71.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.51% | 331.75%-318.2pp | 263.57%-250.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,254 | $5,297-57.5% | $4,829-53.3% | $4,837-53.4% |
| Participant deferral / active EE | $5,749 | $7,750-25.8% | $7,352-21.8% | $6,341-9.3% |
| Admin fee / account holder | $579 | $12,554-95.4% | $10,799-94.6% | $12,309-95.3% |