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 | $42,148 | $176,056-76.1% | $159,436-73.6% | $167,490-74.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 41.16% | 331.75%-290.6pp | 263.57%-222.4pp | 478.56%-437.4pp |
| Employer contribution / active EE | $17,054 | $5,297+222.0% | $4,829+253.1% | $4,837+252.5% |
| Participant deferral / active EE | $14,404 | $7,750+85.9% | $7,352+95.9% | $6,341+127.1% |
| Admin fee / account holder | $4,771 | $12,554-62.0% | $10,799-55.8% | $12,309-61.2% |