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 | $108,324 | $177,572-39.0% | $154,803-30.0% | $142,382-23.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.24% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,573 | $4,810-67.3% | $4,305-63.5% | $4,299-63.4% |
| Participant deferral / active EE | $11,983 | $6,272+91.1% | $5,540+116.3% | $6,507+84.1% |
| Admin fee / account holder | $569 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |