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 | $209,336-61.8% | $197,124-59.5% | $137,256-41.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.68% | 48.09%-29.4pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,763 | $6,591-58.1% | $6,227-55.6% | $4,156-33.5% |
| Participant deferral / active EE | $6,007 | $9,614-37.5% | $9,135-34.2% | $6,407-6.2% |
| Admin fee / account holder | $1,335 | $17,308-92.3% | $16,298-91.8% | $12,270-89.1% |