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 4-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 | $134,465 | $172,111-21.9% | $150,298-10.5% | $137,256-2.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.96% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $14,486 | $4,636+212.4% | $4,154+248.7% | $4,156+248.6% |
| Participant deferral / active EE | $18,870 | $6,166+206.0% | $5,453+246.1% | $6,407+194.5% |
| Admin fee / account holder | $10,613 | $16,471-35.6% | $14,116-24.8% | $12,270-13.5% |