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 | $45,074 | $179,726-74.9% | $156,263-71.2% | $142,382-68.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.71% | 77.86%-59.1pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,205 | $5,069-76.2% | $4,333-72.2% | $4,299-72.0% |
| Participant deferral / active EE | $4,670 | $6,956-32.9% | $6,158-24.2% | $6,507-28.2% |
| Admin fee / account holder | $863 | $17,272-95.0% | $14,255-93.9% | $12,624-93.2% |