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 8-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 | $100,005 | $177,572-43.7% | $154,803-35.4% | $142,382-29.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.96% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $19,252 | $4,810+300.2% | $4,305+347.2% | $4,299+347.8% |
| Participant deferral / active EE | $8,177 | $6,272+30.4% | $5,540+47.6% | $6,507+25.7% |
| Admin fee / account holder | $982 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |