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 | $74,993 | $209,336-64.2% | $197,124-62.0% | $137,256-45.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.34% | 48.09%-26.7pp | 44.34%-23.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $13,337 | $6,591+102.4% | $6,227+114.2% | $4,156+220.9% |
| Participant deferral / active EE | $7,714 | $9,614-19.8% | $9,135-15.6% | $6,407+20.4% |
| Admin fee / account holder | $1,095 | $17,308-93.7% | $16,298-93.3% | $12,270-91.1% |