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 | $78,618 | $112,729-30.3% | $98,716-20.4% | $137,256-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.00% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $17,952 | $2,725+558.7% | $2,279+687.9% | $4,156+332.0% |
| Participant deferral / active EE | $43,689 | $4,640+841.5% | $4,048+979.4% | $6,407+581.9% |
| Admin fee / account holder | $63,803 | $10,129+529.9% | $8,703+633.1% | $12,270+420.0% |