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 6-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 | $81,980 | $179,726-54.4% | $156,263-47.5% | $142,382-42.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.74% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $6,556 | $5,069+29.3% | $4,333+51.3% | $4,299+52.5% |
| Participant deferral / active EE | $20,861 | $6,956+199.9% | $6,158+238.7% | $6,507+220.6% |
| Admin fee / account holder | $47,758 | $17,272+176.5% | $14,255+235.0% | $12,624+278.3% |