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 | $100,733 | $209,336-51.9% | $197,124-48.9% | $137,256-26.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.42% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,290 | $6,591-50.1% | $6,227-47.2% | $4,156-20.8% |
| Participant deferral / active EE | $12,039 | $9,614+25.2% | $9,135+31.8% | $6,407+87.9% |
| Admin fee / account holder | $16,200 | $17,308-6.4% | $16,298-0.6% | $12,270+32.0% |