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 | $76,188 | $183,519-58.5% | $155,509-51.0% | $145,922-47.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 11.13% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $12,968 | $5,313+144.1% | $4,672+177.5% | $4,660+178.3% |
| Participant deferral / active EE | $4,483 | $6,462-30.6% | $5,626-20.3% | $6,688-33.0% |
| Admin fee / account holder | $426 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |