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 6-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 | $96,062 | $214,378-55.2% | $200,582-52.1% | $142,382-32.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.55% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,903 | $6,841-57.6% | $6,419-54.8% | $4,299-32.5% |
| Participant deferral / active EE | $14,070 | $9,865+42.6% | $9,331+50.8% | $6,507+116.2% |
| Admin fee / account holder | $365 | $17,692-97.9% | $16,305-97.8% | $12,624-97.1% |