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 3-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 | $53,082 | $177,572-70.1% | $154,803-65.7% | $142,382-62.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.79% | 65.07%-41.3pp | 58.88%-35.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $6,527 | $4,810+35.7% | $4,305+51.6% | $4,299+51.8% |
| Participant deferral / active EE | $13,308 | $6,272+112.2% | $5,540+140.2% | $6,507+104.5% |
| Admin fee / account holder | $362 | $16,786-97.8% | $14,329-97.5% | $12,624-97.1% |