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 | $67,843 | $148,534-54.3% | $135,903-50.1% | $139,434-51.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.90% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $8,785 | $5,243+67.6% | $4,856+80.9% | $4,751+84.9% |
| Participant deferral / active EE | $5,764 | $8,100-28.8% | $7,758-25.7% | $6,710-14.1% |
| Admin fee / account holder | $828 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |