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 8-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 | $30,898 | $176,056-82.4% | $159,436-80.6% | $167,490-81.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.20% | 331.75%-306.5pp | 263.57%-238.4pp | 478.56%-453.4pp |
| Employer contribution / active EE | $3,420 | $5,297-35.4% | $4,829-29.2% | $4,837-29.3% |
| Participant deferral / active EE | $5,140 | $7,750-33.7% | $7,352-30.1% | $6,341-18.9% |
| Admin fee / account holder | $695 | $12,554-94.5% | $10,799-93.6% | $12,309-94.4% |