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 | $69,726 | $214,378-67.5% | $200,582-65.2% | $142,382-51.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.79% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $7,213 | $6,841+5.4% | $6,419+12.4% | $4,299+67.8% |
| Participant deferral / active EE | $14,236 | $9,865+44.3% | $9,331+52.6% | $6,507+118.8% |
| Admin fee / account holder | $7,421 | $17,692-58.1% | $16,305-54.5% | $12,624-41.2% |