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 | $91,161 | $154,228-40.9% | $145,433-37.3% | $137,256-33.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.72% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,205 | $4,804-12.5% | $4,554-7.7% | $4,156+1.2% |
| Participant deferral / active EE | $14,918 | $8,216+81.6% | $7,897+88.9% | $6,407+132.8% |
| Admin fee / account holder | $5,674 | $14,344-60.4% | $13,129-56.8% | $12,270-53.8% |