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 8-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 | $74,472 | $226,064-67.1% | $182,532-59.2% | $152,861-51.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.79% | 192.51%-171.7pp | 148.54%-127.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,442 | $4,978-30.9% | $4,076-15.6% | $4,762-27.7% |
| Participant deferral / active EE | $7,998 | $6,368+25.6% | $5,524+44.8% | $5,850+36.7% |
| Admin fee / account holder | $3,769 | $10,703-64.8% | $8,592-56.1% | $11,596-67.5% |