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 | $67,046 | $177,572-62.2% | $154,803-56.7% | $142,382-52.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,333 | $4,810+52.4% | $4,305+70.3% | $4,299+70.6% |
| Participant deferral / active EE | $11,269 | $6,272+79.7% | $5,540+103.4% | $6,507+73.2% |
| Admin fee / account holder | $2,171 | $16,786-87.1% | $14,329-84.8% | $12,624-82.8% |