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 | $125,164 | $179,726-30.4% | $156,263-19.9% | $142,382-12.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.49% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,517 | $5,069+48.3% | $4,333+73.5% | $4,299+74.8% |
| Participant deferral / active EE | $9,758 | $6,956+40.3% | $6,158+58.5% | $6,507+50.0% |
| Admin fee / account holder | $7,576 | $17,272-56.1% | $14,255-46.9% | $12,624-40.0% |