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 | $46,939 | $217,402-78.4% | $185,823-74.7% | $167,490-72.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.93% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,647 | $5,873-72.0% | $5,167-68.1% | $4,837-65.9% |
| Participant deferral / active EE | $8,969 | $6,356+41.1% | $5,568+61.1% | $6,341+41.4% |
| Admin fee / account holder | $1,420 | $19,811-92.8% | $16,237-91.3% | $12,309-88.5% |