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 | $118,494 | $214,378-44.7% | $200,582-40.9% | $142,382-16.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.34% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $24,658 | $6,841+260.4% | $6,419+284.2% | $4,299+473.6% |
| Participant deferral / active EE | $10,990 | $9,865+11.4% | $9,331+17.8% | $6,507+68.9% |
| Admin fee / account holder | $23,139 | $17,692+30.8% | $16,305+41.9% | $12,624+83.3% |