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 9-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 | $38,062 | $159,602-76.2% | $150,045-74.6% | $142,382-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,162 | $4,961-16.1% | $4,693-11.3% | $4,299-3.2% |
| Participant deferral / active EE | $13,152 | $8,310+58.3% | $7,997+64.5% | $6,507+102.1% |
| Admin fee / account holder | $4,581 | $14,846-69.1% | $13,435-65.9% | $12,624-63.7% |