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 | $73,156 | $214,378-65.9% | $200,582-63.5% | $142,382-48.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.71% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,592 | $6,841-62.1% | $6,419-59.6% | $4,299-39.7% |
| Participant deferral / active EE | $15,140 | $9,865+53.5% | $9,331+62.3% | $6,507+132.7% |
| Admin fee / account holder | $14,594 | $17,692-17.5% | $16,305-10.5% | $12,624+15.6% |