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 7-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 | $110,158 | $214,378-48.6% | $200,582-45.1% | $142,382-22.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.06% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,785 | $6,841-73.9% | $6,419-72.2% | $4,299-58.5% |
| Participant deferral / active EE | $12,698 | $9,865+28.7% | $9,331+36.1% | $6,507+95.1% |
| Admin fee / account holder | $940 | $17,692-94.7% | $16,305-94.2% | $12,624-92.6% |