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 | $69,978 | $159,602-56.2% | $150,045-53.4% | $142,382-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.67% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $5,961 | $4,961+20.2% | $4,693+27.0% | $4,299+38.7% |
| Participant deferral / active EE | $13,174 | $8,310+58.5% | $7,997+64.7% | $6,507+102.4% |
| Admin fee / account holder | $560 | $14,846-96.2% | $13,435-95.8% | $12,624-95.6% |