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 | $57,232 | $106,584-46.3% | $101,326-43.5% | $142,382-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.34% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $12,384 | $3,956+213.0% | $3,665+237.9% | $4,299+188.0% |
| Participant deferral / active EE | $34,091 | $8,297+310.9% | $7,994+326.5% | $6,507+423.9% |
| Admin fee / account holder | $15,263 | $11,446+33.3% | $11,185+36.5% | $12,624+20.9% |