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 | $120,947 | $159,602-24.2% | $150,045-19.4% | $142,382-15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.98% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,441 | $4,961-10.5% | $4,693-5.4% | $4,299+3.3% |
| Participant deferral / active EE | $14,569 | $8,310+75.3% | $7,997+82.2% | $6,507+123.9% |
| Admin fee / account holder | $317 | $14,846-97.9% | $13,435-97.6% | $12,624-97.5% |