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 | $95,471 | $159,602-40.2% | $150,045-36.4% | $142,382-32.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 12.62% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,110 | $4,961+23.2% | $4,693+30.2% | $4,299+42.1% |
| Participant deferral / active EE | $16,883 | $8,310+103.2% | $7,997+111.1% | $6,507+159.5% |
| Admin fee / account holder | $40,980 | $14,846+176.0% | $13,435+205.0% | $12,624+224.6% |