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 | $54,564 | $165,335-67.0% | $149,696-63.6% | $158,922-65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.20% | 348.15%-325.9pp | 276.60%-254.4pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,316 | $5,103-54.6% | $4,644-50.1% | $4,761-51.4% |
| Participant deferral / active EE | $9,295 | $7,181+29.4% | $6,842+35.9% | $5,982+55.4% |
| Admin fee / account holder | $494 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |