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 6-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 | $40,197 | $183,592-78.1% | $155,567-74.2% | $145,959-72.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.71% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,554 | $5,315-70.8% | $4,674-66.7% | $4,661-66.7% |
| Participant deferral / active EE | $3,839 | $6,464-40.6% | $5,628-31.8% | $6,689-42.6% |
| Admin fee / account holder | $2,632 | $19,318-86.4% | $15,916-83.5% | $13,398-80.4% |