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 | $40,173 | $154,228-74.0% | $145,433-72.4% | $137,256-70.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,600 | $4,804-45.9% | $4,554-42.9% | $4,156-37.4% |
| Participant deferral / active EE | $5,000 | $8,216-39.1% | $7,897-36.7% | $6,407-22.0% |
| Admin fee / account holder | $481 | $14,344-96.6% | $13,129-96.3% | $12,270-96.1% |