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 4-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 | $146,534 | $201,272-27.2% | $184,203-20.4% | $145,922+0.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.43% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $25,676 | $7,022+265.7% | $6,427+299.5% | $4,660+451.0% |
| Participant deferral / active EE | $18,850 | $9,806+92.2% | $9,131+106.4% | $6,688+181.9% |
| Admin fee / account holder | $17,759 | $16,364+8.5% | $13,901+27.8% | $13,397+32.6% |