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 | $38,930 | $165,335-76.5% | $149,696-74.0% | $158,922-75.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.12% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,716 | $5,103-46.8% | $4,644-41.5% | $4,761-43.0% |
| Participant deferral / active EE | $6,164 | $7,181-14.2% | $6,842-9.9% | $5,982+3.0% |
| Admin fee / account holder | $412 | $10,807-96.2% | $9,309-95.6% | $11,246-96.3% |