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 | $98,458 | $159,602-38.3% | $150,045-34.4% | $142,382-30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.85% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $7,981 | $4,961+60.9% | $4,693+70.1% | $4,299+85.7% |
| Participant deferral / active EE | $20,488 | $8,310+146.5% | $7,997+156.2% | $6,507+214.8% |
| Admin fee / account holder | $14,522 | $14,846-2.2% | $13,435+8.1% | $12,624+15.0% |