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 5-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 | $40,251 | $209,336-80.8% | $197,124-79.6% | $137,256-70.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.90% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,510 | $6,591-1.2% | $6,227+4.5% | $4,156+56.6% |
| Participant deferral / active EE | $11,191 | $9,614+16.4% | $9,135+22.5% | $6,407+74.7% |
| Admin fee / account holder | $2,306 | $17,308-86.7% | $16,298-85.8% | $12,270-81.2% |