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 | $93,992 | $117,983-20.3% | $101,794-7.7% | $142,382-34.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 28.24% | 36.92%-8.7pp | 30.53%-2.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,507 | $2,773-9.6% | $2,289+9.5% | $4,299-41.7% |
| Participant deferral / active EE | $33,442 | $4,714+609.5% | $4,084+718.8% | $6,507+413.9% |
| Admin fee / account holder | $863 | $10,433-91.7% | $8,777-90.2% | $12,624-93.2% |