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 | $113,337 | $159,602-29.0% | $150,045-24.5% | $142,382-20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.72% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,775 | $4,961+16.4% | $4,693+23.1% | $4,299+34.3% |
| Participant deferral / active EE | $5,775 | $8,310-30.5% | $7,997-27.8% | $6,507-11.3% |
| Admin fee / account holder | $63,356 | $14,846+326.7% | $13,435+371.6% | $12,624+401.9% |