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 | $24,297 | $159,901-84.8% | $146,958-83.5% | $145,922-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.75% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,971 | $5,286-62.7% | $4,933-60.0% | $4,660-57.7% |
| Participant deferral / active EE | $4,003 | $8,428-52.5% | $8,070-50.4% | $6,688-40.1% |
| Admin fee / account holder | $13,086 | $15,044-13.0% | $12,998+0.7% | $13,397-2.3% |