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 | $41,179 | $179,726-77.1% | $156,263-73.6% | $142,382-71.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.87% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,807 | $5,069-44.6% | $4,333-35.2% | $4,299-34.7% |
| Participant deferral / active EE | $6,955 | $6,9560% | $6,158+12.9% | $6,507+6.9% |
| Admin fee / account holder | $1,769 | $17,272-89.8% | $14,255-87.6% | $12,624-86.0% |