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 | $102,680 | $214,378-52.1% | $200,582-48.8% | $142,382-27.9% |
| Participation rate | 89.5% | 87.4%+2.0pp | 86.9%+2.6pp | 80.1%+9.4pp |
| Annual return | 19.16% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $16,019 | $6,841+134.1% | $6,419+149.6% | $4,299+272.6% |
| Participant deferral / active EE | $11,547 | $9,865+17.1% | $9,331+23.8% | $6,507+77.5% |
| Admin fee / account holder | $567 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |