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 3-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 | $105,659 | $214,378-50.7% | $200,582-47.3% | $142,382-25.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.31% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,284 | $6,841-52.0% | $6,419-48.8% | $4,299-23.6% |
| Participant deferral / active EE | $20,735 | $9,865+110.2% | $9,331+122.2% | $6,507+218.6% |
| Admin fee / account holder | $3,122 | $17,692-82.4% | $16,305-80.9% | $12,624-75.3% |