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 | $37,630 | $217,402-82.7% | $185,823-79.7% | $167,490-77.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.08% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,940 | $5,873-67.0% | $5,167-62.5% | $4,837-59.9% |
| Participant deferral / active EE | $5,073 | $6,356-20.2% | $5,568-8.9% | $6,341-20.0% |
| Admin fee / account holder | $1,721 | $19,811-91.3% | $16,237-89.4% | $12,309-86.0% |