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 | $89,854 | $209,411-57.1% | $178,490-49.7% | $158,922-43.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.06% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,333 | $5,706-41.6% | $5,011-33.5% | $4,761-30.0% |
| Participant deferral / active EE | $5,117 | $5,954-14.1% | $5,202-1.6% | $5,982-14.5% |
| Admin fee / account holder | $2,210 | $17,074-87.1% | $13,984-84.2% | $11,246-80.3% |