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 8-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 | $89,322 | $209,411-57.3% | $178,490-50.0% | $158,922-43.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.19% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $12,654 | $5,706+121.8% | $5,011+152.5% | $4,761+165.8% |
| Participant deferral / active EE | $4,357 | $5,954-26.8% | $5,202-16.2% | $5,982-27.2% |
| Admin fee / account holder | $1,328 | $17,074-92.2% | $13,984-90.5% | $11,246-88.2% |