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 7-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 | $85,372 | $159,602-46.5% | $150,045-43.1% | $142,382-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.68% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $11,333 | $4,961+128.5% | $4,693+141.5% | $4,299+163.6% |
| Participant deferral / active EE | $16,421 | $8,310+97.6% | $7,997+105.3% | $6,507+152.3% |
| Admin fee / account holder | $21,840 | $14,846+47.1% | $13,435+62.6% | $12,624+73.0% |