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 | $94,946 | $209,336-54.6% | $197,124-51.8% | $137,256-30.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.38% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $10,385 | $6,591+57.6% | $6,227+66.8% | $4,156+149.9% |
| Participant deferral / active EE | $4,497 | $9,614-53.2% | $9,135-50.8% | $6,407-29.8% |
| Admin fee / account holder | $305 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |