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 | $33,189 | $117,983-71.9% | $101,794-67.4% | $142,382-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 98.64% | 36.92%+61.7pp | 30.53%+68.1pp | 217.08%-118.4pp |
| Employer contribution / active EE | $4,711 | $2,773+69.9% | $2,289+105.8% | $4,299+9.6% |
| Participant deferral / active EE | $7,346 | $4,714+55.8% | $4,084+79.9% | $6,507+12.9% |
| Admin fee / account holder | $3,957 | $10,433-62.1% | $8,777-54.9% | $12,624-68.7% |