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 | $59,052 | $183,592-67.8% | $155,567-62.0% | $145,959-59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.24%-44.2pp | 64.74%-47.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $2,829 | $5,315-46.8% | $4,674-39.5% | $4,661-39.3% |
| Participant deferral / active EE | $2,079 | $6,464-67.8% | $5,628-63.1% | $6,689-68.9% |
| Admin fee / account holder | $328 | $19,318-98.3% | $15,916-97.9% | $13,398-97.5% |