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 | $159,602-75.6% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.66% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,455 | $4,961-70.7% | $4,693-69.0% | $4,299-66.2% |
| Participant deferral / active EE | $2,506 | $8,310-69.8% | $7,997-68.7% | $6,507-61.5% |
| Admin fee / account holder | $1,236 | $14,846-91.7% | $13,435-90.8% | $12,624-90.2% |