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 | $99,125 | $172,111-42.4% | $150,298-34.0% | $137,256-27.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.97% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,777 | $4,636-40.1% | $4,154-33.1% | $4,156-33.2% |
| Participant deferral / active EE | $13,010 | $6,166+111.0% | $5,453+138.6% | $6,407+103.1% |
| Admin fee / account holder | $5,541 | $16,471-66.4% | $14,116-60.7% | $12,270-54.8% |