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 | $42,001 | $179,726-76.6% | $156,263-73.1% | $142,382-70.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.07% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,274 | $5,069-55.1% | $4,333-47.5% | $4,299-47.1% |
| Participant deferral / active EE | $2,806 | $6,956-59.7% | $6,158-54.4% | $6,507-56.9% |
| Admin fee / account holder | $2,491 | $17,272-85.6% | $14,255-82.5% | $12,624-80.3% |