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 | $30,601 | $209,411-85.4% | $178,490-82.9% | $158,922-80.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.36% | 188.75%-163.4pp | 151.07%-125.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $5,223 | $5,706-8.5% | $5,011+4.2% | $4,761+9.7% |
| Participant deferral / active EE | $4,981 | $5,954-16.3% | $5,202-4.2% | $5,982-16.7% |
| Admin fee / account holder | $480 | $17,074-97.2% | $13,984-96.6% | $11,246-95.7% |