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 | $49,310 | $172,478-71.4% | $145,661-66.1% | $142,382-65.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.90% | 151.09%-136.2pp | 101.46%-86.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,455 | $4,899-70.3% | $4,238-65.7% | $4,299-66.2% |
| Participant deferral / active EE | $8,346 | $8,3480% | $7,198+15.9% | $6,507+28.3% |
| Admin fee / account holder | $312 | $16,864-98.2% | $12,466-97.5% | $12,624-97.5% |