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 | $37,735 | $159,602-76.4% | $150,045-74.9% | $142,382-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.71% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,811 | $4,961-23.2% | $4,693-18.8% | $4,299-11.4% |
| Participant deferral / active EE | $6,510 | $8,310-21.7% | $7,997-18.6% | $6,5070% |
| Admin fee / account holder | $1,955 | $14,846-86.8% | $13,435-85.4% | $12,624-84.5% |