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 | $58,713 | $124,281-52.8% | $109,143-46.2% | $167,490-64.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.66% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $9,684 | $4,207+130.2% | $3,722+160.2% | $4,837+100.2% |
| Participant deferral / active EE | $7,295 | $5,255+38.8% | $4,653+56.8% | $6,341+15.0% |
| Admin fee / account holder | $997 | $7,970-87.5% | $6,752-85.2% | $12,309-91.9% |