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 | $101,403 | $201,272-49.6% | $184,203-45.0% | $145,922-30.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.44% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,975 | $7,022-29.1% | $6,427-22.6% | $4,660+6.8% |
| Participant deferral / active EE | $15,425 | $9,806+57.3% | $9,131+68.9% | $6,688+130.6% |
| Admin fee / account holder | $6,510 | $16,364-60.2% | $13,901-53.2% | $13,397-51.4% |