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 6-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 | $66,236 | $179,726-63.1% | $156,263-57.6% | $142,382-53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.16% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,496 | $5,069+8.4% | $4,333+26.8% | $4,299+27.8% |
| Participant deferral / active EE | $10,397 | $6,956+49.5% | $6,158+68.8% | $6,507+59.8% |
| Admin fee / account holder | $2,548 | $17,272-85.2% | $14,255-82.1% | $12,624-79.8% |