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 7-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 | $76,432 | $209,411-63.5% | $178,490-57.2% | $158,922-51.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.35% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,899 | $5,706-66.7% | $5,011-62.1% | $4,761-60.1% |
| Participant deferral / active EE | $2,589 | $5,954-56.5% | $5,202-50.2% | $5,982-56.7% |
| Admin fee / account holder | $463 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |