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 9-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 | $117,517 | $159,602-26.4% | $150,045-21.7% | $142,382-17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.06% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,471 | $4,961-70.3% | $4,693-68.6% | $4,299-65.8% |
| Participant deferral / active EE | $12,589 | $8,310+51.5% | $7,997+57.4% | $6,507+93.5% |
| Admin fee / account holder | $46,160 | $14,846+210.9% | $13,435+243.6% | $12,624+265.7% |