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 | $107,071 | $214,378-50.1% | $200,582-46.6% | $142,382-24.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 18.68% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $11,646 | $6,841+70.2% | $6,419+81.4% | $4,299+170.9% |
| Participant deferral / active EE | $17,469 | $9,865+77.1% | $9,331+87.2% | $6,507+168.5% |
| Admin fee / account holder | $21,210 | $17,692+19.9% | $16,305+30.1% | $12,624+68.0% |