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 3-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 | $84,307 | $159,901-47.3% | $146,958-42.6% | $145,922-42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $7,693 | $5,286+45.5% | $4,933+56.0% | $4,660+65.1% |
| Participant deferral / active EE | $10,196 | $8,428+21.0% | $8,070+26.3% | $6,688+52.5% |
| Admin fee / account holder | $6,486 | $15,044-56.9% | $12,998-50.1% | $13,397-51.6% |