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 | $65,858 | $214,378-69.3% | $200,582-67.2% | $142,382-53.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.43% | 46.41%-23.0pp | 42.33%-18.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $6,889 | $6,841+0.7% | $6,419+7.3% | $4,299+60.2% |
| Participant deferral / active EE | $17,532 | $9,865+77.7% | $9,331+87.9% | $6,507+169.4% |
| Admin fee / account holder | $356 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |