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 | $38,050 | $183,519-79.3% | $155,509-75.5% | $145,922-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,405 | $5,313-73.6% | $4,672-69.9% | $4,660-69.8% |
| Participant deferral / active EE | $4,373 | $6,462-32.3% | $5,626-22.3% | $6,688-34.6% |
| Admin fee / account holder | $9,435 | $19,313-51.1% | $15,912-40.7% | $13,397-29.6% |