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 | $52,711 | $177,572-70.3% | $154,803-65.9% | $142,382-63.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.33% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $6,646 | $4,810+38.2% | $4,305+54.4% | $4,299+54.6% |
| Participant deferral / active EE | $13,387 | $6,272+113.5% | $5,540+141.6% | $6,507+105.7% |
| Admin fee / account holder | $344 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |