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 | $19,422 | $110,261-82.4% | $95,745-79.7% | $139,434-86.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.14% | 27.11%0pp | 28.35%-1.2pp | 372.94%-345.8pp |
| Employer contribution / active EE | $915 | $3,257-71.9% | $2,835-67.7% | $4,751-80.7% |
| Participant deferral / active EE | $7,504 | $4,676+60.5% | $4,245+76.8% | $6,710+11.8% |
| Admin fee / account holder | $4,322 | $6,613-34.6% | $5,678-23.9% | $11,403-62.1% |