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 | $149,784 | $214,378-30.1% | $200,582-25.3% | $142,382+5.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.54% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $10,418 | $6,841+52.3% | $6,419+62.3% | $4,299+142.3% |
| Participant deferral / active EE | $20,019 | $9,865+102.9% | $9,331+114.5% | $6,507+207.6% |
| Admin fee / account holder | $301 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |