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 8-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 | $75,296 | $217,402-65.4% | $185,823-59.5% | $167,490-55.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.54% | 148.36%-128.8pp | 122.05%-102.5pp | 478.56%-459.0pp |
| Employer contribution / active EE | $12,277 | $5,873+109.0% | $5,167+137.6% | $4,837+153.8% |
| Participant deferral / active EE | $8,146 | $6,356+28.1% | $5,568+46.3% | $6,341+28.5% |
| Admin fee / account holder | $820 | $19,811-95.9% | $16,237-94.9% | $12,309-93.3% |