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 | $127,037 | $179,726-29.3% | $156,263-18.7% | $142,382-10.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.60% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,672 | $5,069-47.3% | $4,333-38.3% | $4,299-37.9% |
| Participant deferral / active EE | $4,488 | $6,956-35.5% | $6,158-27.1% | $6,507-31.0% |
| Admin fee / account holder | $45,984 | $17,272+166.2% | $14,255+222.6% | $12,624+264.3% |