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 5-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 | $85,367 | $140,940-39.4% | $112,229-23.9% | $139,434-38.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.30% | 32.71%-12.4pp | 30.20%-9.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $5,887 | $4,283+37.4% | $3,430+71.6% | $4,751+23.9% |
| Participant deferral / active EE | $7,440 | $5,874+26.7% | $4,798+55.1% | $6,710+10.9% |
| Admin fee / account holder | $709 | $9,954-92.9% | $7,748-90.9% | $11,403-93.8% |