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 | $112,165 | $210,648-46.8% | $177,989-37.0% | $145,922-23.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.11% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,761 | $4,565-61.4% | $3,949-55.4% | $4,660-62.2% |
| Participant deferral / active EE | $13,995 | $6,958+101.1% | $6,276+123.0% | $6,688+109.3% |
| Admin fee / account holder | $3,399 | $12,013-71.7% | $10,363-67.2% | $13,397-74.6% |