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 4-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 | $73,553 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.19% | 74.59%-50.4pp | 66.58%-42.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $8,227 | $4,804+71.3% | $4,554+80.6% | $4,156+98.0% |
| Participant deferral / active EE | $17,642 | $8,216+114.7% | $7,897+123.4% | $6,407+175.4% |
| Admin fee / account holder | $321 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |