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 | $209,336-73.4% | $197,124-71.8% | $137,256-59.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 61.78% | 48.09%+13.7pp | 44.34%+17.4pp | 220.34%-158.6pp |
| Employer contribution / active EE | $6,471 | $6,591-1.8% | $6,227+3.9% | $4,156+55.7% |
| Participant deferral / active EE | $12,577 | $9,614+30.8% | $9,135+37.7% | $6,407+96.3% |
| Admin fee / account holder | $3,530 | $17,308-79.6% | $16,298-78.3% | $12,270-71.2% |