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 | $80,613 | $177,572-54.6% | $154,803-47.9% | $142,382-43.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.44% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,808 | $4,810+83.1% | $4,305+104.6% | $4,299+104.9% |
| Participant deferral / active EE | $8,857 | $6,272+41.2% | $5,540+59.9% | $6,507+36.1% |
| Admin fee / account holder | $633 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |