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 | $61,038 | $183,519-66.7% | $155,509-60.7% | $145,922-58.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.09% | 61.17%-38.1pp | 64.67%-41.6pp | 561.29%-538.2pp |
| Employer contribution / active EE | $10,793 | $5,313+103.1% | $4,672+131.0% | $4,660+131.6% |
| Participant deferral / active EE | $18,006 | $6,462+178.6% | $5,626+220.0% | $6,688+169.2% |
| Admin fee / account holder | $2,932 | $19,313-84.8% | $15,912-81.6% | $13,397-78.1% |