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 4-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 | $50,299 | $154,228-67.4% | $145,433-65.4% | $137,256-63.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 123.18% | 74.59%+48.6pp | 66.58%+56.6pp | 220.34%-97.2pp |
| Employer contribution / active EE | $10,501 | $4,804+118.6% | $4,554+130.6% | $4,156+152.7% |
| Participant deferral / active EE | $33,255 | $8,216+304.7% | $7,897+321.1% | $6,407+419.1% |
| Admin fee / account holder | $917 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |