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 | $214,378-31.6% | $200,582-26.9% | $142,382+3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.84% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,451 | $6,841-49.6% | $6,419-46.2% | $4,299-19.7% |
| Participant deferral / active EE | $9,391 | $9,865-4.8% | $9,331+0.6% | $6,507+44.3% |
| Admin fee / account holder | $19,866 | $17,692+12.3% | $16,305+21.8% | $12,624+57.4% |