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 | $41,403 | $159,602-74.1% | $150,045-72.4% | $142,382-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,457 | $4,961-30.3% | $4,693-26.3% | $4,299-19.6% |
| Participant deferral / active EE | $7,801 | $8,310-6.1% | $7,997-2.5% | $6,507+19.9% |
| Admin fee / account holder | $1,276 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |