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 4-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 | $175,408 | $214,378-18.2% | $200,582-12.6% | $142,382+23.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.46% | 46.41%-24.9pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,447 | $6,841-20.4% | $6,419-15.1% | $4,299+26.7% |
| Participant deferral / active EE | $17,418 | $9,865+76.6% | $9,331+86.7% | $6,507+167.7% |
| Admin fee / account holder | $2,864 | $17,692-83.8% | $16,305-82.4% | $12,624-77.3% |