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 | $40,389 | $209,411-80.7% | $178,490-77.4% | $158,922-74.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.86% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $5,021 | $5,706-12.0% | $5,011+0.2% | $4,761+5.4% |
| Participant deferral / active EE | $2,502 | $5,954-58.0% | $5,202-51.9% | $5,982-58.2% |
| Admin fee / account holder | $4,356 | $17,074-74.5% | $13,984-68.8% | $11,246-61.3% |