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 5-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 | $70,730 | $159,602-55.7% | $150,045-52.9% | $142,382-50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.56% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $6,334 | $4,961+27.7% | $4,693+35.0% | $4,299+47.3% |
| Participant deferral / active EE | $10,994 | $8,310+32.3% | $7,997+37.5% | $6,507+69.0% |
| Admin fee / account holder | $1,962 | $14,846-86.8% | $13,435-85.4% | $12,624-84.5% |