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 | $79,658 | $154,228-48.4% | $145,433-45.2% | $137,256-42.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.03% | 74.59%-50.6pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $14,007 | $4,804+191.6% | $4,554+207.5% | $4,156+237.0% |
| Participant deferral / active EE | $22,707 | $8,216+176.4% | $7,897+187.5% | $6,407+254.4% |
| Admin fee / account holder | $1,312 | $14,344-90.9% | $13,129-90.0% | $12,270-89.3% |