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 | $57,718 | $183,519-68.5% | $155,509-62.9% | $145,922-60.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 46.85% | 61.17%-14.3pp | 64.67%-17.8pp | 561.29%-514.4pp |
| Employer contribution / active EE | $1,380 | $5,313-74.0% | $4,672-70.5% | $4,660-70.4% |
| Participant deferral / active EE | $3,746 | $6,462-42.0% | $5,626-33.4% | $6,688-44.0% |
| Admin fee / account holder | $6,340 | $19,313-67.2% | $15,912-60.2% | $13,397-52.7% |