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 | $46,659 | $214,378-78.2% | $200,582-76.7% | $142,382-67.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.91% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,157 | $6,841-68.5% | $6,419-66.4% | $4,299-49.8% |
| Participant deferral / active EE | $9,185 | $9,865-6.9% | $9,331-1.6% | $6,507+41.2% |
| Admin fee / account holder | $636 | $17,692-96.4% | $16,305-96.1% | $12,624-95.0% |