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 | $67,443 | $70,532-4.4% | $68,948-2.2% | $137,256-50.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 48.18% | 32.56%+15.6pp | 28.39%+19.8pp | 220.34%-172.2pp |
| Employer contribution / active EE | $5,489 | $4,355+26.0% | $4,165+31.8% | $4,156+32.1% |
| Participant deferral / active EE | $18,362 | $6,773+171.1% | $6,186+196.8% | $6,407+186.6% |
| Admin fee / account holder | $13,695 | $7,916+73.0% | $7,539+81.7% | $12,270+11.6% |