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 | $88,097 | $238,490-63.1% | $180,183-51.1% | $142,382-38.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.36% | 33.56%-19.2pp | 27.86%-13.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $8,283 | $6,143+34.8% | $5,039+64.4% | $4,299+92.7% |
| Participant deferral / active EE | $8,424 | $7,996+5.3% | $6,822+23.5% | $6,507+29.5% |
| Admin fee / account holder | $380 | $28,866-98.7% | $19,975-98.1% | $12,624-97.0% |