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 | $74,844 | $177,572-57.9% | $154,803-51.7% | $142,382-47.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.63% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $10,602 | $4,810+120.4% | $4,305+146.2% | $4,299+146.6% |
| Participant deferral / active EE | $6,818 | $6,272+8.7% | $5,540+23.0% | $6,507+4.8% |
| Admin fee / account holder | $585 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |