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 | $85,994 | $201,272-57.3% | $184,203-53.3% | $145,922-41.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.43% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,367 | $7,022-37.8% | $6,427-32.0% | $4,660-6.3% |
| Participant deferral / active EE | $13,754 | $9,806+40.3% | $9,131+50.6% | $6,688+105.7% |
| Admin fee / account holder | $4,402 | $16,364-73.1% | $13,901-68.3% | $13,397-67.1% |