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 | $72,111 | $118,427-39.1% | $66,042+9.2% | $142,382-49.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 15.85% | 35.57%-19.7pp | 52.11%-36.3pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,535 | $2,570+76.5% | $1,579+187.1% | $4,299+5.5% |
| Participant deferral / active EE | $15,670 | $4,311+263.5% | $2,835+452.6% | $6,507+140.8% |
| Admin fee / account holder | $706 | $9,593-92.6% | $5,747-87.7% | $12,624-94.4% |