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 | $83,146 | $172,111-51.7% | $150,298-44.7% | $137,256-39.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.48% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,782 | $4,636-61.6% | $4,154-57.1% | $4,156-57.1% |
| Participant deferral / active EE | $6,806 | $6,166+10.4% | $5,453+24.8% | $6,407+6.2% |
| Admin fee / account holder | $906 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |