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 8-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 | $31,291 | $178,174-82.4% | $156,181-80.0% | $137,256-77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.46% | 84.19%-61.7pp | 64.87%-42.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $10,754 | $4,972+116.3% | $4,294+150.4% | $4,156+158.7% |
| Participant deferral / active EE | $5,215 | $6,888-24.3% | $6,132-15.0% | $6,407-18.6% |
| Admin fee / account holder | $1,145 | $17,404-93.4% | $14,586-92.1% | $12,270-90.7% |