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 10-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 | $95,048 | $177,572-46.5% | $154,803-38.6% | $142,382-33.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.13% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $13,049 | $4,810+171.3% | $4,305+203.1% | $4,299+203.5% |
| Participant deferral / active EE | $8,967 | $6,272+43.0% | $5,540+61.8% | $6,507+37.8% |
| Admin fee / account holder | $311 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |