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 8-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 | $50,545 | $162,781-68.9% | $133,956-62.3% | $158,922-68.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 123.71% | 41.94%+81.8pp | 45.09%+78.6pp | 302.83%-179.1pp |
| Employer contribution / active EE | $3,327 | $4,975-33.1% | $3,919-15.1% | $4,761-30.1% |
| Participant deferral / active EE | $8,725 | $5,911+47.6% | $5,048+72.8% | $5,982+45.8% |
| Admin fee / account holder | $1,562 | $11,736-86.7% | $8,927-82.5% | $11,246-86.1% |