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 8-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 | $85,298 | $214,378-60.2% | $200,582-57.5% | $142,382-40.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.24% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,600 | $6,841+11.1% | $6,419+18.4% | $4,299+76.8% |
| Participant deferral / active EE | $17,331 | $9,865+75.7% | $9,331+85.7% | $6,507+166.3% |
| Admin fee / account holder | $1,471 | $17,692-91.7% | $16,305-91.0% | $12,624-88.3% |