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 | $59,341 | $238,490-75.1% | $180,183-67.1% | $142,382-58.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.02% | 33.56%-19.5pp | 27.86%-13.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,669 | $6,143+24.8% | $5,039+52.2% | $4,299+78.4% |
| Participant deferral / active EE | $15,344 | $7,996+91.9% | $6,822+124.9% | $6,507+135.8% |
| Admin fee / account holder | $33,819 | $28,866+17.2% | $19,975+69.3% | $12,624+167.9% |