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 | $83,802 | $209,336-60.0% | $197,124-57.5% | $137,256-38.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.04% | 48.09%-25.0pp | 44.34%-21.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $7,769 | $6,591+17.9% | $6,227+24.8% | $4,156+86.9% |
| Participant deferral / active EE | $22,518 | $9,614+134.2% | $9,135+146.5% | $6,407+251.5% |
| Admin fee / account holder | $515 | $17,308-97.0% | $16,298-96.8% | $12,270-95.8% |