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 | $63,628 | $159,901-60.2% | $146,958-56.7% | $145,922-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.35% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,076 | $5,286-41.8% | $4,933-37.6% | $4,660-34.0% |
| Participant deferral / active EE | $13,956 | $8,428+65.6% | $8,070+72.9% | $6,688+108.7% |
| Admin fee / account holder | $1,853 | $15,044-87.7% | $12,998-85.7% | $13,397-86.2% |