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 | $155,646 | $214,378-27.4% | $200,582-22.4% | $142,382+9.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.80% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,926 | $6,841-71.9% | $6,419-70.0% | $4,299-55.2% |
| Participant deferral / active EE | $33,709 | $9,865+241.7% | $9,331+261.2% | $6,507+418.0% |
| Admin fee / account holder | $2,218 | $17,692-87.5% | $16,305-86.4% | $12,624-82.4% |