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 | $130,897 | $175,202-25.3% | $149,673-12.5% | $139,434-6.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.02% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,792 | $5,474-30.7% | $4,818-21.3% | $4,751-20.2% |
| Participant deferral / active EE | $12,529 | $6,519+92.2% | $5,680+120.6% | $6,710+86.7% |
| Admin fee / account holder | $17,466 | $16,150+8.1% | $13,210+32.2% | $11,403+53.2% |