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 6-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 | $43,529 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.36% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $11,578 | $4,804+141.0% | $4,554+154.2% | $4,156+178.6% |
| Participant deferral / active EE | $9,356 | $8,216+13.9% | $7,897+18.5% | $6,407+46.0% |
| Admin fee / account holder | $494 | $14,344-96.6% | $13,129-96.2% | $12,270-96.0% |