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 | $47,211 | $177,572-73.4% | $154,803-69.5% | $142,382-66.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,490 | $4,810-48.2% | $4,305-42.2% | $4,299-42.1% |
| Participant deferral / active EE | $4,173 | $6,272-33.5% | $5,540-24.7% | $6,507-35.9% |
| Admin fee / account holder | $1,078 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |