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 7-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 | $41,145 | $159,602-74.2% | $150,045-72.6% | $142,382-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.12% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,100 | $4,961-17.3% | $4,693-12.6% | $4,299-4.6% |
| Participant deferral / active EE | $9,905 | $8,310+19.2% | $7,997+23.9% | $6,507+52.2% |
| Admin fee / account holder | $361 | $14,846-97.6% | $13,435-97.3% | $12,624-97.1% |