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 | $117,290 | $179,726-34.7% | $156,263-24.9% | $142,382-17.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.33% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,163 | $5,069+1.8% | $4,333+19.1% | $4,299+20.1% |
| Participant deferral / active EE | $11,980 | $6,956+72.2% | $6,158+94.5% | $6,507+84.1% |
| Admin fee / account holder | $865 | $17,272-95.0% | $14,255-93.9% | $12,624-93.2% |