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 9-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 | $59,748 | $172,111-65.3% | $150,298-60.2% | $137,256-56.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.73% | 69.37%-52.6pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,011 | $4,636-56.6% | $4,154-51.6% | $4,156-51.6% |
| Participant deferral / active EE | $9,267 | $6,166+50.3% | $5,453+70.0% | $6,407+44.7% |
| Admin fee / account holder | $888 | $16,471-94.6% | $14,116-93.7% | $12,270-92.8% |