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 | $103,060 | $172,111-40.1% | $150,298-31.4% | $137,256-24.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.19% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,261 | $4,636-51.2% | $4,154-45.6% | $4,156-45.6% |
| Participant deferral / active EE | $8,688 | $6,166+40.9% | $5,453+59.3% | $6,407+35.6% |
| Admin fee / account holder | $914 | $16,471-94.5% | $14,116-93.5% | $12,270-92.6% |