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 6-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 | $33,394 | $159,602-79.1% | $150,045-77.7% | $142,382-76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 81.20% | 70.24%+11.0pp | 62.55%+18.7pp | 217.08%-135.9pp |
| Employer contribution / active EE | $1,995 | $4,961-59.8% | $4,693-57.5% | $4,299-53.6% |
| Participant deferral / active EE | $2,809 | $8,310-66.2% | $7,997-64.9% | $6,507-56.8% |
| Admin fee / account holder | $4,694 | $14,846-68.4% | $13,435-65.1% | $12,624-62.8% |