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 7-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 | $44,085 | $165,335-73.3% | $149,696-70.6% | $158,922-72.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.47% | 348.15%-329.7pp | 276.60%-258.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $10,665 | $5,103+109.0% | $4,644+129.6% | $4,761+124.0% |
| Participant deferral / active EE | $17,871 | $7,181+148.9% | $6,842+161.2% | $5,982+198.7% |
| Admin fee / account holder | $11,830 | $10,807+9.5% | $9,309+27.1% | $11,246+5.2% |