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 | $134,380 | $177,572-24.3% | $154,803-13.2% | $142,382-5.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.85% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,271 | $4,810-32.0% | $4,305-24.0% | $4,299-23.9% |
| Participant deferral / active EE | $19,844 | $6,272+216.4% | $5,540+258.2% | $6,507+204.9% |
| Admin fee / account holder | $664 | $16,786-96.0% | $14,329-95.4% | $12,624-94.7% |