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 | $36,304 | $177,572-79.6% | $154,803-76.5% | $142,382-74.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.91% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,755 | $4,810-63.5% | $4,305-59.2% | $4,299-59.2% |
| Participant deferral / active EE | $5,463 | $6,272-12.9% | $5,540-1.4% | $6,507-16.1% |
| Admin fee / account holder | $1,871 | $16,786-88.9% | $14,329-86.9% | $12,624-85.2% |