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 | $102,449 | $114,381-10.4% | $107,525-4.7% | $142,382-28.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.15% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $25,775 | $4,015+542.0% | $3,754+586.7% | $4,299+499.5% |
| Participant deferral / active EE | $3,167 | $5,564-43.1% | $5,116-38.1% | $6,507-51.3% |
| Admin fee / account holder | $486 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |