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 | $68,649 | $177,572-61.3% | $154,803-55.7% | $142,382-51.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.65% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $11,164 | $4,810+132.1% | $4,305+159.3% | $4,299+159.7% |
| Participant deferral / active EE | $11,250 | $6,272+79.4% | $5,540+103.1% | $6,507+72.9% |
| Admin fee / account holder | $974 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |