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 | $94,072 | $209,336-55.1% | $197,124-52.3% | $137,256-31.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.33% | 48.09%-22.8pp | 44.34%-19.0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $5,443 | $6,591-17.4% | $6,227-12.6% | $4,156+31.0% |
| Participant deferral / active EE | $6,921 | $9,614-28.0% | $9,135-24.2% | $6,407+8.0% |
| Admin fee / account holder | $560 | $17,308-96.8% | $16,298-96.6% | $12,270-95.4% |