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 9-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 | $115,066 | $177,572-35.2% | $154,803-25.7% | $142,382-19.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,152 | $4,810-13.7% | $4,305-3.6% | $4,299-3.4% |
| Participant deferral / active EE | $6,206 | $6,272-1.1% | $5,540+12.0% | $6,507-4.6% |
| Admin fee / account holder | $5,600 | $16,786-66.6% | $14,329-60.9% | $12,624-55.6% |