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 | $107,124 | $214,378-50.0% | $200,582-46.6% | $142,382-24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.53% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $8,313 | $6,841+21.5% | $6,419+29.5% | $4,299+93.4% |
| Participant deferral / active EE | $12,398 | $9,865+25.7% | $9,331+32.9% | $6,507+90.5% |
| Admin fee / account holder | $842 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |