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 8-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 | $37,290 | $159,602-76.6% | $150,045-75.1% | $142,382-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.71% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,177 | $4,961-36.0% | $4,693-32.3% | $4,299-26.1% |
| Participant deferral / active EE | $3,350 | $8,310-59.7% | $7,997-58.1% | $6,507-48.5% |
| Admin fee / account holder | $10,409 | $14,846-29.9% | $13,435-22.5% | $12,624-17.5% |