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 | $49,174 | $177,572-72.3% | $154,803-68.2% | $142,382-65.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.88% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,846 | $4,810+83.9% | $4,305+105.5% | $4,299+105.8% |
| Participant deferral / active EE | $7,510 | $6,272+19.7% | $5,540+35.5% | $6,507+15.4% |
| Admin fee / account holder | $786 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |