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 9-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 | $33,974 | $114,381-70.3% | $107,525-68.4% | $142,382-76.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.65% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,198 | $4,015-45.3% | $3,754-41.5% | $4,299-48.9% |
| Participant deferral / active EE | $7,225 | $5,564+29.8% | $5,116+41.2% | $6,507+11.0% |
| Admin fee / account holder | $340 | $9,860-96.6% | $8,919-96.2% | $12,624-97.3% |