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 10-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 | $65,167 | $148,534-56.1% | $135,903-52.0% | $139,434-53.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,749 | $5,243+28.7% | $4,856+39.0% | $4,751+42.1% |
| Participant deferral / active EE | $16,380 | $8,100+102.2% | $7,758+111.1% | $6,710+144.1% |
| Admin fee / account holder | $33,763 | $12,400+172.3% | $10,762+213.7% | $11,403+196.1% |