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 | $51,839 | $159,602-67.5% | $150,045-65.5% | $142,382-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.77% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $7,933 | $4,961+59.9% | $4,693+69.0% | $4,299+84.5% |
| Participant deferral / active EE | $12,382 | $8,310+49.0% | $7,997+54.8% | $6,507+90.3% |
| Admin fee / account holder | $24,566 | $14,846+65.5% | $13,435+82.9% | $12,624+94.6% |