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 | $90,849 | $177,572-48.8% | $154,803-41.3% | $142,382-36.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,966 | $4,810+65.6% | $4,305+85.0% | $4,299+85.3% |
| Participant deferral / active EE | $4,023 | $6,272-35.9% | $5,540-27.4% | $6,507-38.2% |
| Admin fee / account holder | $560 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |