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 | $39,396 | $154,117-74.4% | $129,995-69.7% | $139,434-71.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.87% | 32.48%-4.6pp | -137.18%+165.0pp | 372.94%-345.1pp |
| Employer contribution / active EE | $3,904 | $5,289-26.2% | $4,320-9.6% | $4,751-17.8% |
| Participant deferral / active EE | $6,560 | $6,710-2.2% | $5,820+12.7% | $6,710-2.2% |
| Admin fee / account holder | $1,157 | $14,007-91.7% | $10,614-89.1% | $11,403-89.9% |