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 | $38,968 | $154,228-74.7% | $145,433-73.2% | $137,256-71.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.66% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,455 | $4,804-69.7% | $4,554-68.1% | $4,156-65.0% |
| Participant deferral / active EE | $2,506 | $8,216-69.5% | $7,897-68.3% | $6,407-60.9% |
| Admin fee / account holder | $1,236 | $14,344-91.4% | $13,129-90.6% | $12,270-89.9% |