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 8-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 | $61,738 | $124,281-50.3% | $109,143-43.4% | $167,490-63.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.42% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $5,042 | $4,207+19.8% | $3,722+35.5% | $4,837+4.2% |
| Participant deferral / active EE | $10,748 | $5,255+104.5% | $4,653+131.0% | $6,341+69.5% |
| Admin fee / account holder | $5,048 | $7,970-36.7% | $6,752-25.2% | $12,309-59.0% |