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 5-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 | $99,023 | $177,572-44.2% | $154,803-36.0% | $142,382-30.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.49% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,977 | $4,810-38.1% | $4,305-30.9% | $4,299-30.8% |
| Participant deferral / active EE | $16,624 | $6,272+165.1% | $5,540+200.0% | $6,507+155.5% |
| Admin fee / account holder | $684 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |