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 | $79,733 | $148,534-46.3% | $135,903-41.3% | $139,434-42.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.55% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $5,886 | $5,243+12.3% | $4,856+21.2% | $4,751+23.9% |
| Participant deferral / active EE | $16,044 | $8,100+98.1% | $7,758+106.8% | $6,710+139.1% |
| Admin fee / account holder | $1,418 | $12,400-88.6% | $10,762-86.8% | $11,403-87.6% |