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 9-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 | $64,159 | $179,726-64.3% | $156,263-58.9% | $142,382-54.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.63% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,611 | $5,069-48.5% | $4,333-39.7% | $4,299-39.3% |
| Participant deferral / active EE | $18,008 | $6,956+158.9% | $6,158+192.4% | $6,507+176.7% |
| Admin fee / account holder | $25,653 | $17,272+48.5% | $14,255+80.0% | $12,624+103.2% |