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 7-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 | $50,441 | $209,411-75.9% | $178,490-71.7% | $158,922-68.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.91% | 188.75%-168.8pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,646 | $5,706-53.6% | $5,011-47.2% | $4,761-44.4% |
| Participant deferral / active EE | $5,071 | $5,954-14.8% | $5,202-2.5% | $5,982-15.2% |
| Admin fee / account holder | $3,160 | $17,074-81.5% | $13,984-77.4% | $11,246-71.9% |