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 7-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 | $97,258 | $227,553-57.3% | $189,557-48.7% | $167,490-41.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.73% | 78.40%-57.7pp | 64.17%-43.4pp | 478.56%-457.8pp |
| Employer contribution / active EE | $3,470 | $5,316-34.7% | $4,412-21.4% | $4,837-28.3% |
| Participant deferral / active EE | $13,715 | $7,002+95.9% | $6,174+122.2% | $6,341+116.3% |
| Admin fee / account holder | $2,503 | $11,878-78.9% | $9,807-74.5% | $12,309-79.7% |