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 | $37,502 | $209,336-82.1% | $197,124-81.0% | $137,256-72.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.96% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,726 | $6,591+17.2% | $6,227+24.1% | $4,156+85.9% |
| Participant deferral / active EE | $10,432 | $9,614+8.5% | $9,135+14.2% | $6,407+62.8% |
| Admin fee / account holder | $11,550 | $17,308-33.3% | $16,298-29.1% | $12,270-5.9% |