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 | $126,842 | $210,408-39.7% | $153,485-17.4% | $145,922-13.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.66% | 13.37%-0.7pp | 15.65%-3.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $10,361 | $6,048+71.3% | $5,039+105.6% | $4,660+122.4% |
| Participant deferral / active EE | $22,212 | $7,975+178.5% | $6,757+228.7% | $6,688+232.1% |
| Admin fee / account holder | $14,913 | $19,419-23.2% | $12,724+17.2% | $13,397+11.3% |