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 9-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 | $65,000 | $177,572-63.4% | $154,803-58.0% | $142,382-54.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.57% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $8,495 | $4,810+76.6% | $4,305+97.3% | $4,299+97.6% |
| Participant deferral / active EE | $7,281 | $6,272+16.1% | $5,540+31.4% | $6,507+11.9% |
| Admin fee / account holder | $1,271 | $16,786-92.4% | $14,329-91.1% | $12,624-89.9% |