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 | $80,218 | $100,773-20.4% | $88,946-9.8% | $142,382-43.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.06% | 70.18%-52.1pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,855 | $2,918-36.4% | $2,555-27.4% | $4,299-56.9% |
| Participant deferral / active EE | $12,288 | $5,230+134.9% | $4,581+168.2% | $6,507+88.8% |
| Admin fee / account holder | $387 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |