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 | $107,267 | $154,228-30.4% | $145,433-26.2% | $137,256-21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.04% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $16,054 | $4,804+234.2% | $4,554+252.5% | $4,156+286.3% |
| Participant deferral / active EE | $14,868 | $8,216+80.9% | $7,897+88.3% | $6,407+132.1% |
| Admin fee / account holder | $1,853 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |