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 | $146,725 | $209,336-29.9% | $197,124-25.6% | $137,256+6.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.84% | 48.09%-32.2pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,451 | $6,591-47.6% | $6,227-44.6% | $4,156-17.0% |
| Participant deferral / active EE | $9,391 | $9,614-2.3% | $9,135+2.8% | $6,407+46.6% |
| Admin fee / account holder | $19,866 | $17,308+14.8% | $16,298+21.9% | $12,270+61.9% |