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 | $85,155 | $214,378-60.3% | $200,582-57.5% | $142,382-40.2% |
| 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 | $6,406 | $6,841-6.4% | $6,419-0.2% | $4,299+49.0% |
| Participant deferral / active EE | $11,785 | $9,865+19.5% | $9,331+26.3% | $6,507+81.1% |
| Admin fee / account holder | $16,646 | $17,692-5.9% | $16,305+2.1% | $12,624+31.9% |