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 | $99,039 | $177,572-44.2% | $154,803-36.0% | $142,382-30.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.70% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $13,579 | $4,810+182.3% | $4,305+215.4% | $4,299+215.8% |
| Participant deferral / active EE | $9,901 | $6,272+57.9% | $5,540+78.7% | $6,507+52.2% |
| Admin fee / account holder | $337 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |