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 | $75,220 | $165,335-54.5% | $149,696-49.8% | $158,922-52.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.93% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $5,279 | $5,103+3.5% | $4,644+13.7% | $4,761+10.9% |
| Participant deferral / active EE | $14,572 | $7,181+102.9% | $6,842+113.0% | $5,982+143.6% |
| Admin fee / account holder | $12,783 | $10,807+18.3% | $9,309+37.3% | $11,246+13.7% |