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 | $95,241 | $183,519-48.1% | $155,509-38.8% | $145,922-34.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,865 | $5,313-64.9% | $4,672-60.1% | $4,660-60.0% |
| Participant deferral / active EE | $6,043 | $6,462-6.5% | $5,626+7.4% | $6,688-9.6% |
| Admin fee / account holder | $1,059 | $19,313-94.5% | $15,912-93.3% | $13,397-92.1% |