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 4-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 | $101,787 | $154,228-34.0% | $145,433-30.0% | $137,256-25.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,071 | $4,804-36.1% | $4,554-32.6% | $4,156-26.1% |
| Participant deferral / active EE | $17,176 | $8,216+109.0% | $7,897+117.5% | $6,407+168.1% |
| Admin fee / account holder | $508 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |