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 | $67,704 | $179,726-62.3% | $156,263-56.7% | $142,382-52.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.99% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $10,110 | $5,069+99.4% | $4,333+133.3% | $4,299+135.2% |
| Participant deferral / active EE | $3,108 | $6,956-55.3% | $6,158-49.5% | $6,507-52.2% |
| Admin fee / account holder | $2,823 | $17,272-83.7% | $14,255-80.2% | $12,624-77.6% |