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 3-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 | $53,271 | $154,117-65.4% | $129,995-59.0% | $139,434-61.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.94% | 32.48%-13.5pp | -137.18%+156.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $25,398 | $5,289+380.2% | $4,320+488.0% | $4,751+434.6% |
| Participant deferral / active EE | $8,117 | $6,710+21.0% | $5,820+39.5% | $6,710+21.0% |
| Admin fee / account holder | $9,333 | $14,007-33.4% | $10,614-12.1% | $11,403-18.1% |