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 | $116,702 | $183,519-36.4% | $155,509-25.0% | $145,922-20.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,898 | $5,313-64.3% | $4,672-59.4% | $4,660-59.3% |
| Participant deferral / active EE | $10,050 | $6,462+55.5% | $5,626+78.6% | $6,688+50.3% |
| Admin fee / account holder | $833 | $19,313-95.7% | $15,912-94.8% | $13,397-93.8% |