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 | $107,788 | $179,726-40.0% | $156,263-31.0% | $142,382-24.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.71% | 77.86%-66.1pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $13,333 | $5,069+163.0% | $4,333+207.7% | $4,299+210.1% |
| Participant deferral / active EE | $17,717 | $6,956+154.7% | $6,158+187.7% | $6,507+172.3% |
| Admin fee / account holder | $563 | $17,272-96.7% | $14,255-96.1% | $12,624-95.5% |