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 | $40,508 | $159,934-74.7% | $147,005-72.4% | $145,959-72.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.10% | 98.24%-68.1pp | 418.76%-388.7pp | 561.95%-531.8pp |
| Employer contribution / active EE | $3,722 | $5,287-29.6% | $4,934-24.6% | $4,661-20.1% |
| Participant deferral / active EE | $5,230 | $8,427-37.9% | $8,070-35.2% | $6,689-21.8% |
| Admin fee / account holder | $1,642 | $15,053-89.1% | $13,006-87.4% | $13,398-87.7% |