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 | $53,135 | $201,272-73.6% | $184,203-71.2% | $145,922-63.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.34% | 29.00%-8.7pp | 28.81%-8.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $5,050 | $7,022-28.1% | $6,427-21.4% | $4,660+8.4% |
| Participant deferral / active EE | $6,295 | $9,806-35.8% | $9,131-31.1% | $6,688-5.9% |
| Admin fee / account holder | $336 | $16,364-97.9% | $13,901-97.6% | $13,397-97.5% |