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 | $20,333 | $159,602-87.3% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.23% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,901 | $4,961-61.7% | $4,693-59.5% | $4,299-55.8% |
| Participant deferral / active EE | $5,794 | $8,310-30.3% | $7,997-27.6% | $6,507-11.0% |
| Admin fee / account holder | $1,265 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |