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 | $79,163 | $183,519-56.9% | $155,509-49.1% | $145,922-45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,864 | $5,313+10.4% | $4,672+25.5% | $4,660+25.8% |
| Participant deferral / active EE | $8,667 | $6,462+34.1% | $5,626+54.0% | $6,688+29.6% |
| Admin fee / account holder | $8,368 | $19,313-56.7% | $15,912-47.4% | $13,397-37.5% |