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 4-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 | $73,184 | $148,534-50.7% | $135,903-46.1% | $139,434-47.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.12% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $7,171 | $5,243+36.8% | $4,856+47.7% | $4,751+50.9% |
| Participant deferral / active EE | $7,584 | $8,100-6.4% | $7,758-2.2% | $6,710+13.0% |
| Admin fee / account holder | $703 | $12,400-94.3% | $10,762-93.5% | $11,403-93.8% |