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 7-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 | $39,348 | $159,602-75.3% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.49% | 70.24%-47.7pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,889 | $4,961-41.8% | $4,693-38.4% | $4,299-32.8% |
| Participant deferral / active EE | $5,558 | $8,310-33.1% | $7,997-30.5% | $6,507-14.6% |
| Admin fee / account holder | $975 | $14,846-93.4% | $13,435-92.7% | $12,624-92.3% |