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 3-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 | $73,002 | $177,572-58.9% | $154,803-52.8% | $142,382-48.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.89% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $10,511 | $4,810+118.5% | $4,305+144.1% | $4,299+144.5% |
| Participant deferral / active EE | $7,705 | $6,272+22.9% | $5,540+39.1% | $6,507+18.4% |
| Admin fee / account holder | $2,206 | $16,786-86.9% | $14,329-84.6% | $12,624-82.5% |