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 | $66,440 | $109,817-39.5% | $98,442-32.5% | $167,490-60.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.87% | 1956.69%-1942.8pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $5,949 | $3,224+84.5% | $2,960+101.0% | $4,837+23.0% |
| Participant deferral / active EE | $9,654 | $4,673+106.6% | $4,276+125.8% | $6,341+52.2% |
| Admin fee / account holder | $8,353 | $6,753+23.7% | $5,949+40.4% | $12,309-32.1% |