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 | $112,868 | $159,602-29.3% | $150,045-24.8% | $142,382-20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.03% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $62,332 | $4,961+1156.5% | $4,693+1228.2% | $4,299+1349.9% |
| Participant deferral / active EE | $8,477 | $8,310+2.0% | $7,997+6.0% | $6,507+30.3% |
| Admin fee / account holder | $22,078 | $14,846+48.7% | $13,435+64.3% | $12,624+74.9% |