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 | $53,750 | $179,726-70.1% | $156,263-65.6% | $142,382-62.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.45% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,155 | $5,069-57.5% | $4,333-50.3% | $4,299-49.9% |
| Participant deferral / active EE | $9,031 | $6,956+29.8% | $6,158+46.6% | $6,507+38.8% |
| Admin fee / account holder | $324 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |