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 7-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 | $57,354 | $209,411-72.6% | $178,490-67.9% | $158,922-63.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.18% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $8,733 | $5,706+53.0% | $5,011+74.3% | $4,761+83.4% |
| Participant deferral / active EE | $7,077 | $5,954+18.9% | $5,202+36.0% | $5,982+18.3% |
| Admin fee / account holder | $418 | $17,074-97.6% | $13,984-97.0% | $11,246-96.3% |