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 | $33,310 | $176,056-81.1% | $159,436-79.1% | $167,490-80.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 47.93% | 331.75%-283.8pp | 263.57%-215.6pp | 478.56%-430.6pp |
| Employer contribution / active EE | $2,785 | $5,297-47.4% | $4,829-42.3% | $4,837-42.4% |
| Participant deferral / active EE | $7,370 | $7,750-4.9% | $7,352+0.2% | $6,341+16.2% |
| Admin fee / account holder | $1,535 | $12,554-87.8% | $10,799-85.8% | $12,309-87.5% |