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 3-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 | $220,923 | $159,602+38.4% | $150,045+47.2% | $142,382+55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.22% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,908 | $4,961+19.1% | $4,693+25.9% | $4,299+37.4% |
| Participant deferral / active EE | $3,105 | $8,310-62.6% | $7,997-61.2% | $6,507-52.3% |
| Admin fee / account holder | $24,040 | $14,846+61.9% | $13,435+78.9% | $12,624+90.4% |