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 | $67,913 | $176,056-61.4% | $159,436-57.4% | $167,490-59.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.87% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $10,672 | $5,297+101.5% | $4,829+121.0% | $4,837+120.6% |
| Participant deferral / active EE | $8,076 | $7,750+4.2% | $7,352+9.9% | $6,341+27.4% |
| Admin fee / account holder | $2,458 | $12,554-80.4% | $10,799-77.2% | $12,309-80.0% |