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 6-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 | $79,920 | $214,378-62.7% | $200,582-60.2% | $142,382-43.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.68% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,763 | $6,841-59.6% | $6,419-57.0% | $4,299-35.7% |
| Participant deferral / active EE | $6,007 | $9,865-39.1% | $9,331-35.6% | $6,507-7.7% |
| Admin fee / account holder | $1,335 | $17,692-92.5% | $16,305-91.8% | $12,624-89.4% |