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 | $75,725 | $209,411-63.8% | $178,490-57.6% | $158,922-52.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.39% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,931 | $5,706-13.6% | $5,011-1.6% | $4,761+3.6% |
| Participant deferral / active EE | $4,130 | $5,954-30.6% | $5,202-20.6% | $5,982-31.0% |
| Admin fee / account holder | $2,093 | $17,074-87.7% | $13,984-85.0% | $11,246-81.4% |