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 | $40,977 | $114,381-64.2% | $107,525-61.9% | $142,382-71.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.27% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,435 | $4,015-14.4% | $3,754-8.5% | $4,299-20.1% |
| Participant deferral / active EE | $4,586 | $5,564-17.6% | $5,116-10.4% | $6,507-29.5% |
| Admin fee / account holder | $1,088 | $9,860-89.0% | $8,919-87.8% | $12,624-91.4% |