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 | $47,707 | $124,281-61.6% | $109,143-56.3% | $167,490-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.69% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,723 | $4,207-35.3% | $3,722-26.8% | $4,837-43.7% |
| Participant deferral / active EE | $2,845 | $5,255-45.9% | $4,653-38.9% | $6,341-55.1% |
| Admin fee / account holder | $302 | $7,970-96.2% | $6,752-95.5% | $12,309-97.5% |