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 | $124,930 | $172,111-27.4% | $150,298-16.9% | $137,256-9.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 28.73% | 69.37%-40.6pp | 62.79%-34.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $16,383 | $4,636+253.4% | $4,154+294.4% | $4,156+294.2% |
| Participant deferral / active EE | $13,009 | $6,166+111.0% | $5,453+138.6% | $6,407+103.0% |
| Admin fee / account holder | $512 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |