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 6-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 | $105,958 | $172,111-38.4% | $150,298-29.5% | $137,256-22.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.33% | 69.37%-47.0pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $5,756 | $4,636+24.2% | $4,154+38.6% | $4,156+38.5% |
| Participant deferral / active EE | $12,551 | $6,166+103.6% | $5,453+130.2% | $6,407+95.9% |
| Admin fee / account holder | $1,717 | $16,471-89.6% | $14,116-87.8% | $12,270-86.0% |