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 | $123,496 | $100,970+22.3% | $96,576+27.9% | $137,256-10.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.07% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,955 | $3,809-48.7% | $3,553-45.0% | $4,156-53.0% |
| Participant deferral / active EE | $8,903 | $8,286+7.4% | $7,956+11.9% | $6,407+39.0% |
| Admin fee / account holder | $30,063 | $11,312+165.8% | $11,381+164.1% | $12,270+145.0% |