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 3-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 | $71,305 | $159,602-55.3% | $150,045-52.5% | $142,382-49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 38.08% | 70.24%-32.2pp | 62.55%-24.5pp | 217.08%-179.0pp |
| Employer contribution / active EE | $11,119 | $4,961+124.1% | $4,693+136.9% | $4,299+158.6% |
| Participant deferral / active EE | $15,166 | $8,310+82.5% | $7,997+89.6% | $6,507+133.1% |
| Admin fee / account holder | $4,248 | $14,846-71.4% | $13,435-68.4% | $12,624-66.3% |