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 | $41,288 | $177,572-76.7% | $154,803-73.3% | $142,382-71.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.15% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,394 | $4,810-71.0% | $4,305-67.6% | $4,299-67.6% |
| Participant deferral / active EE | $2,504 | $6,272-60.1% | $5,540-54.8% | $6,507-61.5% |
| Admin fee / account holder | $4,198 | $16,786-75.0% | $14,329-70.7% | $12,624-66.7% |