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 8-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 | $81,481 | $80,968+0.6% | $96,544-15.6% | $75,163+8.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.17% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,646 | $2,282+103.6% | $2,965+56.7% | $2,670+74.0% |
| Participant deferral / active EE | $10,757 | $3,928+173.9% | $4,851+121.8% | $4,125+160.8% |
| Admin fee / account holder | $1,894 | $6,724-71.8% | $8,252-77.0% | $5,651-66.5% |