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 | $28,423 | $217,402-86.9% | $185,823-84.7% | $167,490-83.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.21% | 148.36%-121.1pp | 122.05%-94.8pp | 478.56%-451.3pp |
| Employer contribution / active EE | $8,317 | $5,873+41.6% | $5,167+61.0% | $4,837+71.9% |
| Participant deferral / active EE | $6,175 | $6,356-2.9% | $5,568+10.9% | $6,341-2.6% |
| Admin fee / account holder | $2,072 | $19,811-89.5% | $16,237-87.2% | $12,309-83.2% |