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 | $72,856 | $178,174-59.1% | $156,181-53.4% | $137,256-46.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.99% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,158 | $4,972-76.7% | $4,294-73.0% | $4,156-72.1% |
| Participant deferral / active EE | $10,028 | $6,888+45.6% | $6,132+63.5% | $6,407+56.5% |
| Admin fee / account holder | $446 | $17,404-97.4% | $14,586-96.9% | $12,270-96.4% |