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 | $38,979 | $214,378-81.8% | $200,582-80.6% | $142,382-72.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.43% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,819 | $6,841-73.4% | $6,419-71.7% | $4,299-57.7% |
| Participant deferral / active EE | $9,430 | $9,865-4.4% | $9,331+1.1% | $6,507+44.9% |
| Admin fee / account holder | $1,404 | $17,692-92.1% | $16,305-91.4% | $12,624-88.9% |