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 | $98,007 | $202,432-51.6% | $169,368-42.1% | $139,434-29.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.11% | 531.74%-511.6pp | 405.60%-385.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $5,003 | $4,692+6.6% | $4,013+24.7% | $4,751+5.3% |
| Participant deferral / active EE | $14,175 | $6,938+104.3% | $6,221+127.8% | $6,710+111.2% |
| Admin fee / account holder | $570 | $10,708-94.7% | $9,003-93.7% | $11,403-95.0% |