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 | $110,015 | $177,572-38.0% | $154,803-28.9% | $142,382-22.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.82% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,653 | $4,810-65.6% | $4,305-61.6% | $4,299-61.6% |
| Participant deferral / active EE | $4,047 | $6,272-35.5% | $5,540-26.9% | $6,507-37.8% |
| Admin fee / account holder | $1,552 | $16,786-90.8% | $14,329-89.2% | $12,624-87.7% |