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 | $79,254 | $217,402-63.5% | $185,823-57.3% | $167,490-52.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.30% | 148.36%-131.1pp | 122.05%-104.7pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,899 | $5,873+17.5% | $5,167+33.5% | $4,837+42.6% |
| Participant deferral / active EE | $7,242 | $6,356+13.9% | $5,568+30.1% | $6,341+14.2% |
| Admin fee / account holder | $555 | $19,811-97.2% | $16,237-96.6% | $12,309-95.5% |