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 | $61,247 | $159,602-61.6% | $150,045-59.2% | $142,382-57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.49% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,567 | $4,961-28.1% | $4,693-24.0% | $4,299-17.0% |
| Participant deferral / active EE | $8,178 | $8,310-1.6% | $7,997+2.3% | $6,507+25.7% |
| Admin fee / account holder | $42,555 | $14,846+186.6% | $13,435+216.8% | $12,624+237.1% |