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 | $75,112 | $172,111-56.4% | $150,298-50.0% | $137,256-45.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.76% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $13,998 | $4,636+201.9% | $4,154+237.0% | $4,156+236.8% |
| Participant deferral / active EE | $11,516 | $6,166+86.8% | $5,453+111.2% | $6,407+79.7% |
| Admin fee / account holder | $384 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |