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 4-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 | $81,685 | $210,648-61.2% | $177,989-54.1% | $145,922-44.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.40% | 385.86%-372.5pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,855 | $4,565-37.4% | $3,949-27.7% | $4,660-38.7% |
| Participant deferral / active EE | $11,715 | $6,958+68.4% | $6,276+86.7% | $6,688+75.2% |
| Admin fee / account holder | $1,097 | $12,013-90.9% | $10,363-89.4% | $13,397-91.8% |