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 9-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 | $55,846 | $135,952-58.9% | $123,892-54.9% | $273,961-79.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.12% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,097 | $5,170+37.3% | $4,617+53.7% | $4,869+45.8% |
| Participant deferral / active EE | $4,976 | $6,343-21.6% | $5,984-16.9% | $5,287-5.9% |
| Admin fee / account holder | $317 | $9,817-96.8% | $8,357-96.2% | $10,132-96.9% |