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 | $36,686 | $198,466-81.5% | $170,442-78.5% | $147,584-75.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.66% | 257.29%-247.6pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,779 | $6,184-38.9% | $5,433-30.4% | $4,876-22.5% |
| Participant deferral / active EE | $4,172 | $5,629-25.9% | $4,939-15.5% | $5,439-23.3% |
| Admin fee / account holder | $11,228 | $16,852-33.4% | $13,880-19.1% | $10,885+3.1% |