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 10-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 | $95,771 | $177,572-46.1% | $154,803-38.1% | $142,382-32.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.04% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,642 | $4,810+58.9% | $4,305+77.5% | $4,299+77.8% |
| Participant deferral / active EE | $21,006 | $6,272+234.9% | $5,540+279.1% | $6,507+222.8% |
| Admin fee / account holder | $531 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |