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 | $56,705 | $210,698-73.1% | $178,014-68.1% | $145,959-61.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.95% | 386.27%-376.3pp | 294.80%-284.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $620 | $4,567-86.4% | $3,950-84.3% | $4,661-86.7% |
| Participant deferral / active EE | $3,981 | $6,958-42.8% | $6,276-36.6% | $6,689-40.5% |
| Admin fee / account holder | $305 | $12,016-97.5% | $10,362-97.1% | $13,398-97.7% |