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 | $86,908 | $177,572-51.1% | $154,803-43.9% | $142,382-39.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.85% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,638 | $4,810-24.4% | $4,305-15.5% | $4,299-15.4% |
| Participant deferral / active EE | $16,625 | $6,272+165.1% | $5,540+200.1% | $6,507+155.5% |
| Admin fee / account holder | $1,015 | $16,786-94.0% | $14,329-92.9% | $12,624-92.0% |