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 | $105,958 | $177,572-40.3% | $154,803-31.6% | $142,382-25.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.33% | 65.07%-42.7pp | 58.88%-36.6pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,756 | $4,810+19.7% | $4,305+33.7% | $4,299+33.9% |
| Participant deferral / active EE | $12,551 | $6,272+100.1% | $5,540+126.5% | $6,507+92.9% |
| Admin fee / account holder | $1,717 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |