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 | $47,350 | $176,056-73.1% | $159,436-70.3% | $167,490-71.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.69% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,118 | $5,297-60.0% | $4,829-56.1% | $4,837-56.2% |
| Participant deferral / active EE | $2,644 | $7,750-65.9% | $7,352-64.0% | $6,341-58.3% |
| Admin fee / account holder | $4,617 | $12,554-63.2% | $10,799-57.2% | $12,309-62.5% |