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 | $60,663 | $162,781-62.7% | $133,956-54.7% | $158,922-61.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.49% | 41.94%-24.4pp | 45.09%-27.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $11,033 | $4,975+121.7% | $3,919+181.5% | $4,761+131.7% |
| Participant deferral / active EE | $9,272 | $5,911+56.9% | $5,048+83.7% | $5,982+55.0% |
| Admin fee / account holder | $2,186 | $11,736-81.4% | $8,927-75.5% | $11,246-80.6% |