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 | $66,706 | $179,726-62.9% | $156,263-57.3% | $142,382-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.76% | 77.86%-52.1pp | 59.47%-33.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $6,008 | $5,069+18.5% | $4,333+38.7% | $4,299+39.8% |
| Participant deferral / active EE | $27,471 | $6,956+294.9% | $6,158+346.1% | $6,507+322.2% |
| Admin fee / account holder | $596 | $17,272-96.6% | $14,255-95.8% | $12,624-95.3% |