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 6-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 | $110,944 | $210,648-47.3% | $177,989-37.7% | $145,922-24.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.76% | 385.86%-364.1pp | 294.48%-272.7pp | 561.29%-539.5pp |
| Employer contribution / active EE | $4,051 | $4,565-11.2% | $3,949+2.6% | $4,660-13.1% |
| Participant deferral / active EE | $15,453 | $6,958+122.1% | $6,276+146.2% | $6,688+131.1% |
| Admin fee / account holder | $621 | $12,013-94.8% | $10,363-94.0% | $13,397-95.4% |