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 | $46,559 | $148,534-68.7% | $135,903-65.7% | $139,434-66.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.31% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,377 | $5,243-16.5% | $4,856-9.9% | $4,751-7.9% |
| Participant deferral / active EE | $15,170 | $8,100+87.3% | $7,758+95.5% | $6,710+126.1% |
| Admin fee / account holder | $6,359 | $12,400-48.7% | $10,762-40.9% | $11,403-44.2% |