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 10-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 | $137,393 | $181,894-24.5% | $156,549-12.2% | $273,961-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $19,655 | $6,248+214.6% | $5,501+257.3% | $4,869+303.7% |
| Participant deferral / active EE | $8,984 | $5,550+61.9% | $4,871+84.4% | $5,287+69.9% |
| Admin fee / account holder | $979 | $15,559-93.7% | $13,027-92.5% | $10,132-90.3% |