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 6-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 | $61,879 | $172,111-64.0% | $150,298-58.8% | $137,256-54.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.34% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $7,069 | $4,636+52.5% | $4,154+70.2% | $4,156+70.1% |
| Participant deferral / active EE | $18,302 | $6,166+196.8% | $5,453+235.7% | $6,407+185.7% |
| Admin fee / account holder | $514 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |