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 | $82,961 | $214,378-61.3% | $200,582-58.6% | $142,382-41.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.16% | 46.41%-24.2pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,839 | $6,841-43.9% | $6,419-40.2% | $4,299-10.7% |
| Participant deferral / active EE | $12,368 | $9,865+25.4% | $9,331+32.5% | $6,507+90.1% |
| Admin fee / account holder | $23,416 | $17,692+32.4% | $16,305+43.6% | $12,624+85.5% |