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 | $134,544 | $214,378-37.2% | $200,582-32.9% | $142,382-5.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 16.38% | 46.41%-30.0pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $16,096 | $6,841+135.3% | $6,419+150.8% | $4,299+274.4% |
| Participant deferral / active EE | $11,417 | $9,865+15.7% | $9,331+22.4% | $6,507+75.5% |
| Admin fee / account holder | $31,584 | $17,692+78.5% | $16,305+93.7% | $12,624+150.2% |