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 | $26,441 | $176,056-85.0% | $159,436-83.4% | $167,490-84.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 538.24% | 331.75%+206.5pp | 263.57%+274.7pp | 478.56%+59.7pp |
| Employer contribution / active EE | $8,436 | $5,297+59.3% | $4,829+74.7% | $4,837+74.4% |
| Participant deferral / active EE | $20,916 | $7,750+169.9% | $7,352+184.5% | $6,341+229.8% |
| Admin fee / account holder | $5,314 | $12,554-57.7% | $10,799-50.8% | $12,309-56.8% |