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 | $46,341 | $114,381-59.5% | $107,525-56.9% | $142,382-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.85% | 242.71%-215.9pp | 181.32%-154.5pp | 217.08%-190.2pp |
| Employer contribution / active EE | $4,889 | $4,015+21.8% | $3,754+30.3% | $4,299+13.7% |
| Participant deferral / active EE | $3,834 | $5,564-31.1% | $5,116-25.0% | $6,507-41.1% |
| Admin fee / account holder | $2,401 | $9,860-75.6% | $8,919-73.1% | $12,624-81.0% |