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 | $115,176 | $214,378-46.3% | $200,582-42.6% | $142,382-19.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.55% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,016 | $6,841-41.3% | $6,419-37.4% | $4,299-6.6% |
| Participant deferral / active EE | $10,762 | $9,865+9.1% | $9,331+15.3% | $6,507+65.4% |
| Admin fee / account holder | $8,452 | $17,692-52.2% | $16,305-48.2% | $12,624-33.1% |