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 | $110,624 | $214,378-48.4% | $200,582-44.8% | $142,382-22.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.49% | 46.41%-14.9pp | 42.33%-10.8pp | 217.08%-185.6pp |
| Employer contribution / active EE | $5,549 | $6,841-18.9% | $6,419-13.5% | $4,299+29.1% |
| Participant deferral / active EE | $18,726 | $9,865+89.8% | $9,331+100.7% | $6,507+187.8% |
| Admin fee / account holder | $43,542 | $17,692+146.1% | $16,305+167.1% | $12,624+244.9% |