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 | $111,546 | $214,378-48.0% | $200,582-44.4% | $142,382-21.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.87% | 46.41%-17.5pp | 42.33%-13.5pp | 217.08%-188.2pp |
| Employer contribution / active EE | $3,750 | $6,841-45.2% | $6,419-41.6% | $4,299-12.8% |
| Participant deferral / active EE | $12,346 | $9,865+25.1% | $9,331+32.3% | $6,507+89.7% |
| Admin fee / account holder | $382 | $17,692-97.8% | $16,305-97.7% | $12,624-97.0% |