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 | $91,346 | $183,519-50.2% | $155,509-41.3% | $145,922-37.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,553 | $5,313-51.9% | $4,672-45.4% | $4,660-45.2% |
| Participant deferral / active EE | $4,580 | $6,462-29.1% | $5,626-18.6% | $6,688-31.5% |
| Admin fee / account holder | $1,031 | $19,313-94.7% | $15,912-93.5% | $13,397-92.3% |