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 | $55,621 | $214,378-74.1% | $200,582-72.3% | $142,382-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 61.78% | 46.41%+15.4pp | 42.33%+19.4pp | 217.08%-155.3pp |
| Employer contribution / active EE | $6,471 | $6,841-5.4% | $6,419+0.8% | $4,299+50.5% |
| Participant deferral / active EE | $12,577 | $9,865+27.5% | $9,331+34.8% | $6,507+93.3% |
| Admin fee / account holder | $3,530 | $17,692-80.0% | $16,305-78.4% | $12,624-72.0% |