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 5-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 | $97,629 | $209,336-53.4% | $197,124-50.5% | $137,256-28.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.28% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,362 | $6,591-64.2% | $6,227-62.1% | $4,156-43.2% |
| Participant deferral / active EE | $13,012 | $9,614+35.3% | $9,135+42.4% | $6,407+103.1% |
| Admin fee / account holder | $780 | $17,308-95.5% | $16,298-95.2% | $12,270-93.6% |