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 | $73,369 | $183,592-60.0% | $155,567-52.8% | $145,959-49.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.88% | 61.24%-43.4pp | 64.74%-46.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $4,506 | $5,315-15.2% | $4,674-3.6% | $4,661-3.3% |
| Participant deferral / active EE | $9,623 | $6,464+48.9% | $5,628+71.0% | $6,689+43.9% |
| Admin fee / account holder | $578 | $19,318-97.0% | $15,916-96.4% | $13,398-95.7% |