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 | $115,580 | $166,020-30.4% | $164,866-29.9% | $145,959-20.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.24% | 100.08%-84.8pp | 69.97%-54.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,005 | $5,275-62.0% | $4,343-53.8% | $4,661-57.0% |
| Participant deferral / active EE | $7,137 | $6,961+2.5% | $6,033+18.3% | $6,689+6.7% |
| Admin fee / account holder | $131,770 | $16,644+691.7% | $12,689+938.5% | $13,398+883.5% |