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 6-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 | $40,266 | $178,174-77.4% | $156,181-74.2% | $137,256-70.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.18% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,383 | $4,972-52.1% | $4,294-44.5% | $4,156-42.7% |
| Participant deferral / active EE | $3,732 | $6,888-45.8% | $6,132-39.1% | $6,407-41.7% |
| Admin fee / account holder | $311 | $17,404-98.2% | $14,586-97.9% | $12,270-97.5% |