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 | $51,901 | $154,228-66.3% | $145,433-64.3% | $137,256-62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 99.22% | 74.59%+24.6pp | 66.58%+32.6pp | 220.34%-121.1pp |
| Employer contribution / active EE | $7,518 | $4,804+56.5% | $4,554+65.1% | $4,156+80.9% |
| Participant deferral / active EE | $8,914 | $8,216+8.5% | $7,897+12.9% | $6,407+39.1% |
| Admin fee / account holder | $3,968 | $14,344-72.3% | $13,129-69.8% | $12,270-67.7% |