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 | $53,674 | $209,411-74.4% | $178,490-69.9% | $158,922-66.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.13% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,201 | $5,706-43.9% | $5,011-36.1% | $4,761-32.8% |
| Participant deferral / active EE | $8,393 | $5,954+41.0% | $5,202+61.4% | $5,982+40.3% |
| Admin fee / account holder | $420 | $17,074-97.5% | $13,984-97.0% | $11,246-96.3% |