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 | $104,010 | $105,126-1.1% | $94,646+9.9% | $139,434-25.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.85% | 38.03%-23.2pp | 156.71%-141.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,033 | $4,106-26.1% | $3,672-17.4% | $4,751-36.2% |
| Participant deferral / active EE | $27,500 | $7,599+261.9% | $7,418+270.7% | $6,710+309.8% |
| Admin fee / account holder | $650 | $8,984-92.8% | $7,231-91.0% | $11,403-94.3% |