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 | $106,029 | $154,228-31.3% | $145,433-27.1% | $137,256-22.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.05% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $12,388 | $4,804+157.9% | $4,554+172.0% | $4,156+198.1% |
| Participant deferral / active EE | $15,630 | $8,216+90.2% | $7,897+97.9% | $6,407+144.0% |
| Admin fee / account holder | $4,604 | $14,344-67.9% | $13,129-64.9% | $12,270-62.5% |