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 | $151,813 | $201,272-24.6% | $184,203-17.6% | $145,922+4.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,116 | $7,022-55.6% | $6,427-51.5% | $4,660-33.1% |
| Participant deferral / active EE | $32,291 | $9,806+229.3% | $9,131+253.6% | $6,688+382.8% |
| Admin fee / account holder | $2,031 | $16,364-87.6% | $13,901-85.4% | $13,397-84.8% |