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 3-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 | $83,471 | $159,901-47.8% | $146,958-43.2% | $145,922-42.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 27.11% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.2pp |
| Employer contribution / active EE | $16,310 | $5,286+208.5% | $4,933+230.6% | $4,660+250.0% |
| Participant deferral / active EE | $6,866 | $8,428-18.5% | $8,070-14.9% | $6,688+2.7% |
| Admin fee / account holder | $343 | $15,044-97.7% | $12,998-97.4% | $13,397-97.4% |