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 7-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 | $51,520 | $209,411-75.4% | $178,490-71.1% | $158,922-67.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.29% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $6,658 | $5,706+16.7% | $5,011+32.9% | $4,761+39.8% |
| Participant deferral / active EE | $11,375 | $5,954+91.0% | $5,202+118.7% | $5,982+90.1% |
| Admin fee / account holder | $669 | $17,074-96.1% | $13,984-95.2% | $11,246-94.1% |