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 10-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 | $56,516 | $179,726-68.6% | $156,263-63.8% | $142,382-60.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.47% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,468 | $5,069+86.8% | $4,333+118.5% | $4,299+120.2% |
| Participant deferral / active EE | $10,924 | $6,956+57.0% | $6,158+77.4% | $6,507+67.9% |
| Admin fee / account holder | $550 | $17,272-96.8% | $14,255-96.1% | $12,624-95.6% |