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 | $64,555 | $114,381-43.6% | $107,525-40.0% | $142,382-54.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.02% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $10,730 | $4,015+167.3% | $3,754+185.9% | $4,299+149.6% |
| Participant deferral / active EE | $11,882 | $5,564+113.5% | $5,116+132.3% | $6,507+82.6% |
| Admin fee / account holder | $619 | $9,860-93.7% | $8,919-93.1% | $12,624-95.1% |