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 | $38,117 | $159,602-76.1% | $150,045-74.6% | $142,382-73.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.49% | 70.24%-52.7pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,628 | $4,961-47.0% | $4,693-44.0% | $4,299-38.9% |
| Participant deferral / active EE | $4,859 | $8,310-41.5% | $7,997-39.2% | $6,507-25.3% |
| Admin fee / account holder | $2,908 | $14,846-80.4% | $13,435-78.4% | $12,624-77.0% |