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 | $46,697 | $177,572-73.7% | $154,803-69.8% | $142,382-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.86% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,592 | $4,810+16.3% | $4,305+29.9% | $4,299+30.1% |
| Participant deferral / active EE | $4,858 | $6,272-22.5% | $5,540-12.3% | $6,507-25.3% |
| Admin fee / account holder | $518 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |