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 5-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 | $85,894 | $175,202-51.0% | $149,673-42.6% | $139,434-38.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $7,712 | $5,474+40.9% | $4,818+60.1% | $4,751+62.3% |
| Participant deferral / active EE | $11,875 | $6,519+82.2% | $5,680+109.1% | $6,710+77.0% |
| Admin fee / account holder | $539 | $16,150-96.7% | $13,210-95.9% | $11,403-95.3% |