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 | $64,111 | $177,572-63.9% | $154,803-58.6% | $142,382-55.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.56% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $8,317 | $4,810+72.9% | $4,305+93.2% | $4,299+93.5% |
| Participant deferral / active EE | $6,042 | $6,272-3.7% | $5,540+9.0% | $6,507-7.2% |
| Admin fee / account holder | $488 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |