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 | $118,613 | $214,378-44.7% | $200,582-40.9% | $142,382-16.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.29% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $11,733 | $6,841+71.5% | $6,419+82.8% | $4,299+172.9% |
| Participant deferral / active EE | $6,045 | $9,865-38.7% | $9,331-35.2% | $6,507-7.1% |
| Admin fee / account holder | $656 | $17,692-96.3% | $16,305-96.0% | $12,624-94.8% |