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 | $41,048 | $114,381-64.1% | $107,525-61.8% | $142,382-71.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.95% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,137 | $4,015+3.1% | $3,754+10.2% | $4,299-3.8% |
| Participant deferral / active EE | $16,940 | $5,564+204.5% | $5,116+231.1% | $6,507+160.3% |
| Admin fee / account holder | $7,690 | $9,860-22.0% | $8,919-13.8% | $12,624-39.1% |