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 | $66,074 | $214,378-69.2% | $200,582-67.1% | $142,382-53.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.83% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $8,569 | $6,841+25.3% | $6,419+33.5% | $4,299+99.3% |
| Participant deferral / active EE | $5,569 | $9,865-43.6% | $9,331-40.3% | $6,507-14.4% |
| Admin fee / account holder | $510 | $17,692-97.1% | $16,305-96.9% | $12,624-96.0% |