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 | $56,123 | $217,402-74.2% | $185,823-69.8% | $167,490-66.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.00% | 148.36%-136.4pp | 122.05%-110.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $6,910 | $5,873+17.7% | $5,167+33.7% | $4,837+42.8% |
| Participant deferral / active EE | $8,538 | $6,356+34.3% | $5,568+53.3% | $6,341+34.6% |
| Admin fee / account holder | $4,563 | $19,811-77.0% | $16,237-71.9% | $12,309-62.9% |