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 | $112,683 | $159,602-29.4% | $150,045-24.9% | $142,382-20.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.87% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,892 | $4,961+59.1% | $4,693+68.2% | $4,299+83.6% |
| Participant deferral / active EE | $20,311 | $8,310+144.4% | $7,997+154.0% | $6,507+212.1% |
| Admin fee / account holder | $17,780 | $14,846+19.8% | $13,435+32.3% | $12,624+40.8% |