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 | $43,832 | $217,402-79.8% | $185,823-76.4% | $167,490-73.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.38% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $15,189 | $5,873+158.6% | $5,167+193.9% | $4,837+214.0% |
| Participant deferral / active EE | $8,972 | $6,356+41.1% | $5,568+61.1% | $6,341+41.5% |
| Admin fee / account holder | $1,051 | $19,811-94.7% | $16,237-93.5% | $12,309-91.5% |