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 | $100,970-43.3% | $96,576-40.7% | $137,256-58.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.34% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $12,384 | $3,809+225.1% | $3,553+248.5% | $4,156+198.0% |
| Participant deferral / active EE | $34,091 | $8,286+311.4% | $7,956+328.5% | $6,407+432.1% |
| Admin fee / account holder | $15,263 | $11,312+34.9% | $11,381+34.1% | $12,270+24.4% |