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 | $34,729 | $238,490-85.4% | $180,183-80.7% | $142,382-75.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.71% | 33.56%-17.8pp | 27.86%-12.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,297 | $6,143-62.6% | $5,039-54.4% | $4,299-46.6% |
| Participant deferral / active EE | $3,990 | $7,996-50.1% | $6,822-41.5% | $6,507-38.7% |
| Admin fee / account holder | $1,900 | $28,866-93.4% | $19,975-90.5% | $12,624-84.9% |