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 | $91,567 | $96,635-5.2% | $86,612+5.7% | $139,434-34.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.30% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $4,669 | $3,263+43.1% | $3,022+54.5% | $4,751-1.7% |
| Participant deferral / active EE | $10,547 | $4,836+118.1% | $4,438+137.7% | $6,710+57.2% |
| Admin fee / account holder | $893 | $6,408-86.1% | $5,614-84.1% | $11,403-92.2% |