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 | $95,259 | $177,572-46.4% | $154,803-38.5% | $142,382-33.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.27% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $9,482 | $4,810+97.1% | $4,305+120.2% | $4,299+120.6% |
| Participant deferral / active EE | $7,995 | $6,272+27.5% | $5,540+44.3% | $6,507+22.9% |
| Admin fee / account holder | $642 | $16,786-96.2% | $14,329-95.5% | $12,624-94.9% |