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 3-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 | $117,512 | $159,602-26.4% | $150,045-21.7% | $142,382-17.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.32% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $22,282 | $4,961+349.2% | $4,693+374.8% | $4,299+418.3% |
| Participant deferral / active EE | $13,386 | $8,310+61.1% | $7,997+67.4% | $6,507+105.7% |
| Admin fee / account holder | $823 | $14,846-94.5% | $13,435-93.9% | $12,624-93.5% |