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 | $58,705 | $177,572-66.9% | $154,803-62.1% | $142,382-58.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.02% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,721 | $4,810-64.2% | $4,305-60.0% | $4,299-60.0% |
| Participant deferral / active EE | $5,340 | $6,272-14.9% | $5,540-3.6% | $6,507-17.9% |
| Admin fee / account holder | $1,505 | $16,786-91.0% | $14,329-89.5% | $12,624-88.1% |