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 | $57,912 | $159,602-63.7% | $150,045-61.4% | $142,382-59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.61% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,195 | $4,961-55.8% | $4,693-53.2% | $4,299-49.0% |
| Participant deferral / active EE | $3,841 | $8,310-53.8% | $7,997-52.0% | $6,507-41.0% |
| Admin fee / account holder | $678 | $14,846-95.4% | $13,435-95.0% | $12,624-94.6% |