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 | $54,409 | $183,519-70.4% | $155,509-65.0% | $145,922-62.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $11,321 | $5,313+113.1% | $4,672+142.3% | $4,660+143.0% |
| Participant deferral / active EE | $4,168 | $6,462-35.5% | $5,626-25.9% | $6,688-37.7% |
| Admin fee / account holder | $5,865 | $19,313-69.6% | $15,912-63.1% | $13,397-56.2% |