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 | $96,672 | $159,602-39.4% | $150,045-35.6% | $142,382-32.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.27% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,859 | $4,961-2.0% | $4,693+3.5% | $4,299+13.0% |
| Participant deferral / active EE | $15,452 | $8,310+85.9% | $7,997+93.2% | $6,507+137.5% |
| Admin fee / account holder | $3,303 | $14,846-77.8% | $13,435-75.4% | $12,624-73.8% |