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 | $60,538 | $217,402-72.2% | $185,823-67.4% | $167,490-63.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.76% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,330 | $5,873-60.3% | $5,167-54.9% | $4,837-51.8% |
| Participant deferral / active EE | $5,987 | $6,356-5.8% | $5,568+7.5% | $6,341-5.6% |
| Admin fee / account holder | $557 | $19,811-97.2% | $16,237-96.6% | $12,309-95.5% |