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 4-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 | $101,279 | $106,584-5.0% | $101,3260% | $142,382-28.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.74% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $13,297 | $3,956+236.1% | $3,665+262.8% | $4,299+209.3% |
| Participant deferral / active EE | $13,297 | $8,297+60.3% | $7,994+66.3% | $6,507+104.3% |
| Admin fee / account holder | $16,989 | $11,446+48.4% | $11,185+51.9% | $12,624+34.6% |