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 | $106,382 | $201,272-47.1% | $184,203-42.2% | $145,922-27.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $24,817 | $7,022+253.4% | $6,427+286.1% | $4,660+432.6% |
| Participant deferral / active EE | $11,197 | $9,806+14.2% | $9,131+22.6% | $6,688+67.4% |
| Admin fee / account holder | $7,237 | $16,364-55.8% | $13,901-47.9% | $13,397-46.0% |