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 | $72,856 | $179,726-59.5% | $156,263-53.4% | $142,382-48.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.99% | 77.86%-56.9pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,158 | $5,069-77.2% | $4,333-73.3% | $4,299-73.1% |
| Participant deferral / active EE | $10,028 | $6,956+44.2% | $6,158+62.8% | $6,507+54.1% |
| Admin fee / account holder | $446 | $17,272-97.4% | $14,255-96.9% | $12,624-96.5% |