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 | $81,980 | $178,174-54.0% | $156,181-47.5% | $137,256-40.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.74% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $6,556 | $4,972+31.9% | $4,294+52.7% | $4,156+57.8% |
| Participant deferral / active EE | $20,861 | $6,888+202.9% | $6,132+240.2% | $6,407+225.6% |
| Admin fee / account holder | $47,758 | $17,404+174.4% | $14,586+227.4% | $12,270+289.2% |