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 10-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 | $122,814 | $178,174-31.1% | $156,181-21.4% | $137,256-10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.87% | 84.19%-63.3pp | 64.87%-44.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,731 | $4,972-4.8% | $4,294+10.2% | $4,156+13.8% |
| Participant deferral / active EE | $18,410 | $6,888+167.3% | $6,132+200.2% | $6,407+187.3% |
| Admin fee / account holder | $316 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |