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 | $108,283 | $202,432-46.5% | $169,368-36.1% | $139,434-22.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.83% | 531.74%-504.9pp | 405.60%-378.8pp | 372.94%-346.1pp |
| Employer contribution / active EE | $4,464 | $4,692-4.9% | $4,013+11.2% | $4,751-6.0% |
| Participant deferral / active EE | $11,250 | $6,938+62.1% | $6,221+80.8% | $6,710+67.7% |
| Admin fee / account holder | $705 | $10,708-93.4% | $9,003-92.2% | $11,403-93.8% |