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 | $60,823 | $106,584-42.9% | $101,326-40.0% | $142,382-57.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 220.53% | 36.93%+183.6pp | 36.82%+183.7pp | 217.08%+3.5pp |
| Employer contribution / active EE | $8,740 | $3,956+120.9% | $3,665+138.4% | $4,299+103.3% |
| Participant deferral / active EE | $16,723 | $8,297+101.5% | $7,994+109.2% | $6,507+157.0% |
| Admin fee / account holder | $924 | $11,446-91.9% | $11,185-91.7% | $12,624-92.7% |