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 9-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 | $39,558 | $154,228-74.4% | $145,433-72.8% | $137,256-71.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.70% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,094 | $4,804-14.8% | $4,554-10.1% | $4,156-1.5% |
| Participant deferral / active EE | $9,528 | $8,216+16.0% | $7,897+20.7% | $6,407+48.7% |
| Admin fee / account holder | $25,395 | $14,344+77.0% | $13,129+93.4% | $12,270+107.0% |