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 7-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 | $77,235 | $175,202-55.9% | $149,673-48.4% | $139,434-44.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 166.71%-145.8pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,491 | $5,474-36.2% | $4,818-27.5% | $4,751-26.5% |
| Participant deferral / active EE | $6,347 | $6,519-2.6% | $5,680+11.7% | $6,710-5.4% |
| Admin fee / account holder | $322 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |