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 | $68,992 | $209,336-67.0% | $197,124-65.0% | $137,256-49.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.35% | 48.09%-31.7pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,417 | $6,591-17.8% | $6,227-13.0% | $4,156+30.3% |
| Participant deferral / active EE | $16,642 | $9,614+73.1% | $9,135+82.2% | $6,407+159.8% |
| Admin fee / account holder | $2,741 | $17,308-84.2% | $16,298-83.2% | $12,270-77.7% |