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 | $81,184 | $210,648-61.5% | $177,989-54.4% | $145,922-44.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.95% | 385.86%-365.9pp | 294.48%-274.5pp | 561.29%-541.3pp |
| Employer contribution / active EE | $13,727 | $4,565+200.7% | $3,949+247.6% | $4,660+194.6% |
| Participant deferral / active EE | $18,102 | $6,958+160.2% | $6,276+188.4% | $6,688+170.7% |
| Admin fee / account holder | $6,739 | $12,013-43.9% | $10,363-35.0% | $13,397-49.7% |