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 7-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 | $101,418 | $177,572-42.9% | $154,803-34.5% | $142,382-28.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.32% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $25,321 | $4,810+426.4% | $4,305+488.1% | $4,299+489.0% |
| Participant deferral / active EE | $12,192 | $6,272+94.4% | $5,540+120.1% | $6,507+87.4% |
| Admin fee / account holder | $1,376 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |