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 | $49,720 | $111,814-55.5% | $103,374-51.9% | $145,959-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.13% | 24.77%-9.6pp | 24.89%-9.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,292 | $4,214-21.9% | $3,869-14.9% | $4,661-29.4% |
| Participant deferral / active EE | $6,225 | $5,618+10.8% | $5,058+23.1% | $6,689-6.9% |
| Admin fee / account holder | $1,018 | $9,754-89.6% | $8,394-87.9% | $13,398-92.4% |