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 3-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 | $113,551 | $175,202-35.2% | $149,673-24.1% | $139,434-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.12% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,069 | $5,474-25.7% | $4,818-15.5% | $4,751-14.4% |
| Participant deferral / active EE | $8,564 | $6,519+31.4% | $5,680+50.8% | $6,710+27.6% |
| Admin fee / account holder | $1,219 | $16,150-92.5% | $13,210-90.8% | $11,403-89.3% |