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 | $63,960 | $214,378-70.2% | $200,582-68.1% | $142,382-55.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.30% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,635 | $6,841-32.3% | $6,419-27.8% | $4,299+7.8% |
| Participant deferral / active EE | $11,980 | $9,865+21.4% | $9,331+28.4% | $6,507+84.1% |
| Admin fee / account holder | $1,630 | $17,692-90.8% | $16,305-90.0% | $12,624-87.1% |