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 | $24,875 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.00% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,111 | $4,961-57.4% | $4,693-55.0% | $4,299-50.9% |
| Participant deferral / active EE | $2,932 | $8,310-64.7% | $7,997-63.3% | $6,507-54.9% |
| Admin fee / account holder | $429 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |