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 | $109,134 | $179,726-39.3% | $156,263-30.2% | $142,382-23.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.21% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,801 | $5,069-44.8% | $4,333-35.4% | $4,299-34.9% |
| Participant deferral / active EE | $29,067 | $6,956+317.9% | $6,158+372.0% | $6,507+346.7% |
| Admin fee / account holder | $1,562 | $17,272-91.0% | $14,255-89.0% | $12,624-87.6% |