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 | $124,936 | $214,378-41.7% | $200,582-37.7% | $142,382-12.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.20% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,425 | $6,841-49.9% | $6,419-46.6% | $4,299-20.3% |
| Participant deferral / active EE | $17,300 | $9,865+75.4% | $9,331+85.4% | $6,507+165.9% |
| Admin fee / account holder | $981 | $17,692-94.5% | $16,305-94.0% | $12,624-92.2% |