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 | $60,032 | $227,553-73.6% | $189,557-68.3% | $167,490-64.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.98% | 78.40%-69.4pp | 64.17%-55.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $13,720 | $5,316+158.1% | $4,412+210.9% | $4,837+183.6% |
| Participant deferral / active EE | $10,435 | $7,002+49.0% | $6,174+69.0% | $6,341+64.6% |
| Admin fee / account holder | $500 | $11,878-95.8% | $9,807-94.9% | $12,309-95.9% |