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 | $53,571 | $179,726-70.2% | $156,263-65.7% | $142,382-62.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.46% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,125 | $5,069-77.8% | $4,333-74.0% | $4,299-73.8% |
| Participant deferral / active EE | $8,308 | $6,956+19.4% | $6,158+34.9% | $6,507+27.7% |
| Admin fee / account holder | $331 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |