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 | $39,090 | $159,602-75.5% | $150,045-73.9% | $142,382-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 98.13% | 70.24%+27.9pp | 62.55%+35.6pp | 217.08%-118.9pp |
| Employer contribution / active EE | $2,270 | $4,961-54.2% | $4,693-51.6% | $4,299-47.2% |
| Participant deferral / active EE | $5,034 | $8,310-39.4% | $7,997-37.1% | $6,507-22.6% |
| Admin fee / account holder | $932 | $14,846-93.7% | $13,435-93.1% | $12,624-92.6% |