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 | $134,465 | $177,572-24.3% | $154,803-13.1% | $142,382-5.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.96% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $14,486 | $4,810+201.1% | $4,305+236.5% | $4,299+237.0% |
| Participant deferral / active EE | $18,870 | $6,272+200.9% | $5,540+240.6% | $6,507+190.0% |
| Admin fee / account holder | $10,613 | $16,786-36.8% | $14,329-25.9% | $12,624-15.9% |