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 9-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 | $131,435 | $179,726-26.9% | $156,263-15.9% | $142,382-7.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.63% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,533 | $5,069+28.9% | $4,333+50.8% | $4,299+52.0% |
| Participant deferral / active EE | $23,331 | $6,956+235.4% | $6,158+278.8% | $6,507+258.5% |
| Admin fee / account holder | $564 | $17,272-96.7% | $14,255-96.0% | $12,624-95.5% |