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 | $97,488 | $214,378-54.5% | $200,582-51.4% | $142,382-31.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 25.11% | 46.41%-21.3pp | 42.33%-17.2pp | 217.08%-192.0pp |
| Employer contribution / active EE | $25,782 | $6,841+276.9% | $6,419+301.7% | $4,299+499.7% |
| Participant deferral / active EE | $12,934 | $9,865+31.1% | $9,331+38.6% | $6,507+98.8% |
| Admin fee / account holder | $20,919 | $17,692+18.2% | $16,305+28.3% | $12,624+65.7% |