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 | $70,907 | $133,922-47.1% | $116,228-39.0% | $142,382-50.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.06% | 147.76%-124.7pp | 90.06%-67.0pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,527 | $3,446+2.3% | $2,994+17.8% | $4,299-18.0% |
| Participant deferral / active EE | $12,725 | $5,672+124.3% | $4,953+156.9% | $6,507+95.5% |
| Admin fee / account holder | $438 | $14,945-97.1% | $11,989-96.4% | $12,624-96.5% |