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 | $43,346 | $217,402-80.1% | $185,823-76.7% | $167,490-74.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.77% | 148.36%-117.6pp | 122.05%-91.3pp | 478.56%-447.8pp |
| Employer contribution / active EE | $4,676 | $5,873-20.4% | $5,167-9.5% | $4,837-3.3% |
| Participant deferral / active EE | $5,421 | $6,356-14.7% | $5,568-2.6% | $6,341-14.5% |
| Admin fee / account holder | $729 | $19,811-96.3% | $16,237-95.5% | $12,309-94.1% |