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 6-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 | $30,373 | $159,602-81.0% | $150,045-79.8% | $142,382-78.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 56.36% | 70.24%-13.9pp | 62.55%-6.2pp | 217.08%-160.7pp |
| Employer contribution / active EE | $2,670 | $4,961-46.2% | $4,693-43.1% | $4,299-37.9% |
| Participant deferral / active EE | $9,600 | $8,310+15.5% | $7,997+20.0% | $6,507+47.5% |
| Admin fee / account holder | $646 | $14,846-95.6% | $13,435-95.2% | $12,624-94.9% |