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 | $26,747 | $106,515-74.9% | $96,683-72.3% | $139,434-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.12% | 38.43%-11.3pp | 35.69%-8.6pp | 372.94%-345.8pp |
| Employer contribution / active EE | $7,116 | $4,103+73.4% | $3,737+90.4% | $4,751+49.8% |
| Participant deferral / active EE | $15,108 | $5,454+177.0% | $4,878+209.7% | $6,710+125.2% |
| Admin fee / account holder | $1,057 | $7,877-86.6% | $6,730-84.3% | $11,403-90.7% |