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 6-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 | $54,283 | $179,726-69.8% | $156,263-65.3% | $142,382-61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.28% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,183 | $5,069-56.9% | $4,333-49.6% | $4,299-49.2% |
| Participant deferral / active EE | $2,813 | $6,956-59.6% | $6,158-54.3% | $6,507-56.8% |
| Admin fee / account holder | $1,811 | $17,272-89.5% | $14,255-87.3% | $12,624-85.7% |