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 | $104,631 | $159,602-34.4% | $150,045-30.3% | $142,382-26.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 16.99% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,553 | $4,961+52.3% | $4,693+60.9% | $4,299+75.7% |
| Participant deferral / active EE | $4,600 | $8,310-44.6% | $7,997-42.5% | $6,507-29.3% |
| Admin fee / account holder | $999 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |