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 | $84,210 | $166,020-49.3% | $164,866-48.9% | $145,959-42.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.40% | 100.08%-84.7pp | 69.97%-54.6pp | 561.95%-546.5pp |
| Employer contribution / active EE | $3,567 | $5,275-32.4% | $4,343-17.9% | $4,661-23.5% |
| Participant deferral / active EE | $15,619 | $6,961+124.4% | $6,033+158.9% | $6,689+133.5% |
| Admin fee / account holder | $735 | $16,644-95.6% | $12,689-94.2% | $13,398-94.5% |