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 | $123,747 | $178,174-30.5% | $156,181-20.8% | $137,256-9.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.43% | 84.19%-69.8pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,285 | $4,972-74.2% | $4,294-70.1% | $4,156-69.1% |
| Participant deferral / active EE | $16,346 | $6,888+137.3% | $6,132+166.6% | $6,407+155.1% |
| Admin fee / account holder | $3,091 | $17,404-82.2% | $14,586-78.8% | $12,270-74.8% |