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 | $41,004 | $165,335-75.2% | $149,696-72.6% | $158,922-74.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 16.66% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,588 | $5,103+29.1% | $4,644+41.9% | $4,761+38.4% |
| Participant deferral / active EE | $4,783 | $7,181-33.4% | $6,842-30.1% | $5,982-20.0% |
| Admin fee / account holder | $1,063 | $10,807-90.2% | $9,309-88.6% | $11,246-90.5% |