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 | $97,502 | $183,592-46.9% | $155,567-37.3% | $145,959-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 76.07% | 61.24%+14.8pp | 64.74%+11.3pp | 561.95%-485.9pp |
| Employer contribution / active EE | $7,553 | $5,315+42.1% | $4,674+61.6% | $4,661+62.0% |
| Participant deferral / active EE | $23,446 | $6,464+262.7% | $5,628+316.6% | $6,689+250.5% |
| Admin fee / account holder | $34,887 | $19,318+80.6% | $15,916+119.2% | $13,398+160.4% |