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 6-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 | $44,307 | $209,336-78.8% | $197,124-77.5% | $137,256-67.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.40% | 48.09%-30.7pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,799 | $6,591-42.4% | $6,227-39.0% | $4,156-8.6% |
| Participant deferral / active EE | $4,994 | $9,614-48.1% | $9,135-45.3% | $6,407-22.1% |
| Admin fee / account holder | $2,083 | $17,308-88.0% | $16,298-87.2% | $12,270-83.0% |