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 | $61,783 | $214,378-71.2% | $200,582-69.2% | $142,382-56.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.47% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,155 | $6,841-24.6% | $6,419-19.7% | $4,299+19.9% |
| Participant deferral / active EE | $6,697 | $9,865-32.1% | $9,331-28.2% | $6,507+2.9% |
| Admin fee / account holder | $3,185 | $17,692-82.0% | $16,305-80.5% | $12,624-74.8% |