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 8-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 | $29,577 | $114,381-74.1% | $107,525-72.5% | $142,382-79.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.78% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,350 | $4,015-41.5% | $3,754-37.4% | $4,299-45.3% |
| Participant deferral / active EE | $2,037 | $5,564-63.4% | $5,116-60.2% | $6,507-68.7% |
| Admin fee / account holder | $914 | $9,860-90.7% | $8,919-89.8% | $12,624-92.8% |