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 | $46,877 | $114,381-59.0% | $107,525-56.4% | $142,382-67.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.12% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,835 | $4,015+45.3% | $3,754+55.4% | $4,299+35.7% |
| Participant deferral / active EE | $11,413 | $5,564+105.1% | $5,116+123.1% | $6,507+75.4% |
| Admin fee / account holder | $305 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |