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 | $167,742 | $214,378-21.8% | $200,582-16.4% | $142,382+17.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.18% | 46.41%-23.2pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $9,402 | $6,841+37.4% | $6,419+46.5% | $4,299+118.7% |
| Participant deferral / active EE | $15,195 | $9,865+54.0% | $9,331+62.8% | $6,507+133.5% |
| Admin fee / account holder | $8,033 | $17,692-54.6% | $16,305-50.7% | $12,624-36.4% |