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 4-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 | $109,073 | $159,602-31.7% | $150,045-27.3% | $142,382-23.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.22% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $24,519 | $4,961+394.3% | $4,693+422.5% | $4,299+470.3% |
| Participant deferral / active EE | $9,229 | $8,310+11.1% | $7,997+15.4% | $6,507+41.8% |
| Admin fee / account holder | $482 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |