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 | $60,088 | $185,822-67.7% | $169,993-64.7% | $139,434-56.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.87% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,441 | $7,590-67.8% | $6,785-64.0% | $4,751-48.6% |
| Participant deferral / active EE | $16,775 | $11,622+44.3% | $10,408+61.2% | $6,710+150.0% |
| Admin fee / account holder | $430 | $15,381-97.2% | $12,815-96.6% | $11,403-96.2% |