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 | $69,858 | $202,432-65.5% | $169,368-58.8% | $139,434-49.9% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 28.25% | 531.74%-503.5pp | 405.60%-377.4pp | 372.94%-344.7pp |
| Employer contribution / active EE | $5,210 | $4,692+11.0% | $4,013+29.8% | $4,751+9.7% |
| Participant deferral / active EE | $9,766 | $6,938+40.8% | $6,221+57.0% | $6,710+45.5% |
| Admin fee / account holder | $622 | $10,708-94.2% | $9,003-93.1% | $11,403-94.5% |