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 | $46,043 | $179,726-74.4% | $156,263-70.5% | $142,382-67.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.01% | 77.86%-60.8pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,849 | $5,069-43.8% | $4,333-34.2% | $4,299-33.7% |
| Participant deferral / active EE | $9,472 | $6,956+36.2% | $6,158+53.8% | $6,507+45.6% |
| Admin fee / account holder | $13,768 | $17,272-20.3% | $14,255-3.4% | $12,624+9.1% |