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 | $71,715 | $214,378-66.5% | $200,582-64.2% | $142,382-49.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.16% | 46.41%-31.2pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $8,137 | $6,841+18.9% | $6,419+26.8% | $4,299+89.3% |
| Participant deferral / active EE | $13,047 | $9,865+32.3% | $9,331+39.8% | $6,507+100.5% |
| Admin fee / account holder | $57,783 | $17,692+226.6% | $16,305+254.4% | $12,624+357.7% |