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 | $78,975 | $154,228-48.8% | $145,433-45.7% | $137,256-42.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.62% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,132 | $4,804+90.1% | $4,554+100.5% | $4,156+119.7% |
| Participant deferral / active EE | $12,138 | $8,216+47.7% | $7,897+53.7% | $6,407+89.4% |
| Admin fee / account holder | $453 | $14,344-96.8% | $13,129-96.6% | $12,270-96.3% |