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 | $26,018 | $124,281-79.1% | $109,143-76.2% | $167,490-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.75% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $7,534 | $4,207+79.1% | $3,722+102.4% | $4,837+55.7% |
| Participant deferral / active EE | $7,659 | $5,255+45.7% | $4,653+64.6% | $6,341+20.8% |
| Admin fee / account holder | $403 | $7,970-94.9% | $6,752-94.0% | $12,309-96.7% |