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 9-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 | $59,634 | $202,432-70.5% | $169,368-64.8% | $139,434-57.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.74% | 531.74%-511.0pp | 405.60%-384.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $6,282 | $4,692+33.9% | $4,013+56.6% | $4,751+32.2% |
| Participant deferral / active EE | $2,045 | $6,938-70.5% | $6,221-67.1% | $6,710-69.5% |
| Admin fee / account holder | $12,079 | $10,708+12.8% | $9,003+34.2% | $11,403+5.9% |