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 | $62,754 | $183,519-65.8% | $155,509-59.6% | $145,922-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $7,267 | $5,313+36.8% | $4,672+55.5% | $4,660+56.0% |
| Participant deferral / active EE | $13,025 | $6,462+101.6% | $5,626+131.5% | $6,688+94.8% |
| Admin fee / account holder | $11,236 | $19,313-41.8% | $15,912-29.4% | $13,397-16.1% |