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 | $36,006 | $159,602-77.4% | $150,045-76.0% | $142,382-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 53.91% | 70.24%-16.3pp | 62.55%-8.6pp | 217.08%-163.2pp |
| Employer contribution / active EE | $14,035 | $4,961+182.9% | $4,693+199.1% | $4,299+226.5% |
| Participant deferral / active EE | $16,474 | $8,310+98.2% | $7,997+106.0% | $6,507+153.2% |
| Admin fee / account holder | $17,502 | $14,846+17.9% | $13,435+30.3% | $12,624+38.6% |