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 7-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 | $37,336 | $209,411-82.2% | $178,490-79.1% | $158,922-76.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.13% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,197 | $5,706-26.4% | $5,011-16.2% | $4,761-11.8% |
| Participant deferral / active EE | $4,062 | $5,954-31.8% | $5,202-21.9% | $5,982-32.1% |
| Admin fee / account holder | $900 | $17,074-94.7% | $13,984-93.6% | $11,246-92.0% |