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 | $88,204 | $177,572-50.3% | $154,803-43.0% | $142,382-38.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.15% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $23,025 | $4,810+378.6% | $4,305+434.8% | $4,299+435.6% |
| Participant deferral / active EE | $16,384 | $6,272+161.2% | $5,540+195.7% | $6,507+151.8% |
| Admin fee / account holder | $985 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |