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 | $57,140 | $209,411-72.7% | $178,490-68.0% | $158,922-64.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.22% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,445 | $5,706-74.7% | $5,011-71.2% | $4,761-69.6% |
| Participant deferral / active EE | $4,802 | $5,954-19.3% | $5,202-7.7% | $5,982-19.7% |
| Admin fee / account holder | $951 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |