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 | $103,056 | $150,197-31.4% | $120,368-14.4% | $145,959-29.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.37% | 154.26%-142.9pp | 107.26%-95.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $3,673 | $4,350-15.6% | $3,465+6.0% | $4,661-21.2% |
| Participant deferral / active EE | $15,000 | $6,174+143.0% | $4,991+200.5% | $6,689+124.3% |
| Admin fee / account holder | $961 | $12,216-92.1% | $9,429-89.8% | $13,398-92.8% |