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 | $87,296 | $175,202-50.2% | $149,673-41.7% | $139,434-37.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 165.23% | 166.71%-1.5pp | 134.42%+30.8pp | 372.94%-207.7pp |
| Employer contribution / active EE | $2,641 | $5,474-51.8% | $4,818-45.2% | $4,751-44.4% |
| Participant deferral / active EE | $6,784 | $6,519+4.1% | $5,680+19.4% | $6,710+1.1% |
| Admin fee / account holder | $532 | $16,150-96.7% | $13,210-96.0% | $11,403-95.3% |