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 | $115,722 | $177,572-34.8% | $154,803-25.2% | $142,382-18.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.34% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $11,494 | $4,810+138.9% | $4,305+167.0% | $4,299+167.4% |
| Participant deferral / active EE | $4,246 | $6,272-32.3% | $5,540-23.4% | $6,507-34.7% |
| Admin fee / account holder | $2,877 | $16,786-82.9% | $14,329-79.9% | $12,624-77.2% |