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 8-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 | $57,396 | $172,111-66.7% | $150,298-61.8% | $137,256-58.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.95% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,984 | $4,636-14.1% | $4,154-4.1% | $4,156-4.1% |
| Participant deferral / active EE | $7,990 | $6,166+29.6% | $5,453+46.5% | $6,407+24.7% |
| Admin fee / account holder | $4,735 | $16,471-71.3% | $14,116-66.5% | $12,270-61.4% |