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 6-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 | $62,384 | $154,228-59.6% | $145,433-57.1% | $137,256-54.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.27% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,867 | $4,804-19.5% | $4,554-15.1% | $4,156-7.0% |
| Participant deferral / active EE | $10,114 | $8,216+23.1% | $7,897+28.1% | $6,407+57.9% |
| Admin fee / account holder | $757 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |