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 | $209,665 | $202,432+3.6% | $169,368+23.8% | $139,434+50.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.03% | 531.74%-512.7pp | 405.60%-386.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,184 | $4,692-74.8% | $4,013-70.5% | $4,751-75.1% |
| Participant deferral / active EE | $11,388 | $6,938+64.1% | $6,221+83.0% | $6,710+69.7% |
| Admin fee / account holder | $2,302 | $10,708-78.5% | $9,003-74.4% | $11,403-79.8% |