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 7-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 | $37,629 | $183,519-79.5% | $155,509-75.8% | $145,922-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.66% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,352 | $5,313-74.5% | $4,672-71.1% | $4,660-71.0% |
| Participant deferral / active EE | $2,850 | $6,462-55.9% | $5,626-49.3% | $6,688-57.4% |
| Admin fee / account holder | $1,545 | $19,313-92.0% | $15,912-90.3% | $13,397-88.5% |