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 | $41,093 | $217,402-81.1% | $185,823-77.9% | $167,490-75.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.66% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,619 | $5,873-55.4% | $5,167-49.3% | $4,837-45.9% |
| Participant deferral / active EE | $6,670 | $6,356+4.9% | $5,568+19.8% | $6,341+5.2% |
| Admin fee / account holder | $4,321 | $19,811-78.2% | $16,237-73.4% | $12,309-64.9% |