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 | $85,374 | $179,726-52.5% | $156,263-45.4% | $142,382-40.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 33.11% | 77.86%-44.8pp | 59.47%-26.4pp | 217.08%-184.0pp |
| Employer contribution / active EE | $2,086 | $5,069-58.8% | $4,333-51.9% | $4,299-51.5% |
| Participant deferral / active EE | $28,188 | $6,956+305.2% | $6,158+357.7% | $6,507+333.2% |
| Admin fee / account holder | $669 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |