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 | $128,736 | $217,402-40.8% | $185,823-30.7% | $167,490-23.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.73% | 148.36%-130.6pp | 122.05%-104.3pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,140 | $5,873-63.6% | $5,167-58.6% | $4,837-55.8% |
| Participant deferral / active EE | $4,909 | $6,356-22.8% | $5,568-11.8% | $6,341-22.6% |
| Admin fee / account holder | $2,852 | $19,811-85.6% | $16,237-82.4% | $12,309-76.8% |