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 9-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 | $66,855 | $171,164-60.9% | $127,761-47.7% | $152,861-56.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 23.10% | 23.54%-0.4pp | 26.14%-3.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,720 | $5,447-50.1% | $4,574-40.5% | $4,762-42.9% |
| Participant deferral / active EE | $6,513 | $7,038-7.5% | $6,021+8.2% | $5,850+11.3% |
| Admin fee / account holder | $4,656 | $14,530-68.0% | $9,395-50.4% | $11,596-59.8% |