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 | $83,266 | $127,264-34.6% | $109,895-24.2% | $167,490-50.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.20% | 22.97%-0.8pp | 29.45%-7.3pp | 478.56%-456.4pp |
| Employer contribution / active EE | $3,030 | $3,322-8.8% | $2,842+6.6% | $4,837-37.4% |
| Participant deferral / active EE | $16,102 | $4,514+256.7% | $4,048+297.8% | $6,341+153.9% |
| Admin fee / account holder | $312 | $7,114-95.6% | $6,066-94.8% | $12,309-97.5% |