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 4-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 | $73,991 | $214,378-65.5% | $200,582-63.1% | $142,382-48.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.30% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $11,765 | $6,841+72.0% | $6,419+83.3% | $4,299+173.7% |
| Participant deferral / active EE | $11,065 | $9,865+12.2% | $9,331+18.6% | $6,507+70.0% |
| Admin fee / account holder | $3,287 | $17,692-81.4% | $16,305-79.8% | $12,624-74.0% |