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 6-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 | $25,300 | $177,572-85.8% | $154,803-83.7% | $142,382-82.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.46% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,470 | $4,810-27.9% | $4,305-19.4% | $4,299-19.3% |
| Participant deferral / active EE | $3,633 | $6,272-42.1% | $5,540-34.4% | $6,507-44.2% |
| Admin fee / account holder | $434 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |