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 | $25,068 | $214,378-88.3% | $200,582-87.5% | $142,382-82.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.22% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,618 | $6,841-47.1% | $6,419-43.6% | $4,299-15.9% |
| Participant deferral / active EE | $15,087 | $9,865+52.9% | $9,331+61.7% | $6,507+131.9% |
| Admin fee / account holder | $20,734 | $17,692+17.2% | $16,305+27.2% | $12,624+64.2% |