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 | $69,701 | $159,602-56.3% | $150,045-53.5% | $142,382-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $15,720 | $4,961+216.9% | $4,693+235.0% | $4,299+265.7% |
| Participant deferral / active EE | $8,434 | $8,310+1.5% | $7,997+5.5% | $6,507+29.6% |
| Admin fee / account holder | $15,221 | $14,846+2.5% | $13,435+13.3% | $12,624+20.6% |