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 6-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 | $53,270 | $93,571-43.1% | $135,903-60.8% | $75,163-29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.48% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $10,244 | $3,537+189.7% | $4,856+111.0% | $2,670+283.7% |
| Participant deferral / active EE | $7,703 | $6,404+20.3% | $7,758-0.7% | $4,125+86.7% |
| Admin fee / account holder | $578 | $6,975-91.7% | $10,762-94.6% | $5,651-89.8% |