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 | $227,442 | $154,228+47.5% | $145,433+56.4% | $137,256+65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.51% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,118 | $4,804-14.3% | $4,554-9.6% | $4,156-0.9% |
| Participant deferral / active EE | $24,235 | $8,216+195.0% | $7,897+206.9% | $6,407+278.3% |
| Admin fee / account holder | $84,060 | $14,344+486.0% | $13,129+540.3% | $12,270+585.1% |