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 | $159,602-67.5% | $150,045-65.4% | $142,382-63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 99.22% | 70.24%+29.0pp | 62.55%+36.7pp | 217.08%-117.9pp |
| Employer contribution / active EE | $7,518 | $4,961+51.6% | $4,693+60.2% | $4,299+74.9% |
| Participant deferral / active EE | $8,914 | $8,310+7.3% | $7,997+11.5% | $6,507+37.0% |
| Admin fee / account holder | $3,968 | $14,846-73.3% | $13,435-70.5% | $12,624-68.6% |