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 | $25,300 | $172,111-85.3% | $150,298-83.2% | $137,256-81.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.46% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,470 | $4,636-25.2% | $4,154-16.5% | $4,156-16.5% |
| Participant deferral / active EE | $3,633 | $6,166-41.1% | $5,453-33.4% | $6,407-43.3% |
| Admin fee / account holder | $434 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |