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 | $74,828 | $177,572-57.9% | $154,803-51.7% | $142,382-47.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.09% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $11,207 | $4,810+133.0% | $4,305+160.3% | $4,299+160.7% |
| Participant deferral / active EE | $4,539 | $6,272-27.6% | $5,540-18.1% | $6,507-30.3% |
| Admin fee / account holder | $507 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |