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 | $176,619 | $209,336-15.6% | $197,124-10.4% | $137,256+28.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.86% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,588 | $6,591-60.7% | $6,227-58.4% | $4,156-37.7% |
| Participant deferral / active EE | $17,168 | $9,614+78.6% | $9,135+87.9% | $6,407+168.0% |
| Admin fee / account holder | $2,895 | $17,308-83.3% | $16,298-82.2% | $12,270-76.4% |