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 | $53,731 | $209,336-74.3% | $197,124-72.7% | $137,256-60.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.74% | 48.09%-21.4pp | 44.34%-17.6pp | 220.34%-193.6pp |
| Employer contribution / active EE | $11,143 | $6,591+69.1% | $6,227+78.9% | $4,156+168.1% |
| Participant deferral / active EE | $10,818 | $9,614+12.5% | $9,135+18.4% | $6,407+68.8% |
| Admin fee / account holder | $1,633 | $17,308-90.6% | $16,298-90.0% | $12,270-86.7% |