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 7-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 | $118,778 | $97,125+22.3% | $86,233+37.7% | $137,256-13.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.86% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,215 | $2,841+48.3% | $2,504+68.3% | $4,156+1.4% |
| Participant deferral / active EE | $10,070 | $5,180+94.4% | $4,559+120.9% | $6,407+57.2% |
| Admin fee / account holder | $494 | $9,725-94.9% | $8,342-94.1% | $12,270-96.0% |