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 | $60,479 | $159,602-62.1% | $150,045-59.7% | $142,382-57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.59% | 70.24%-50.6pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $7,904 | $4,961+59.3% | $4,693+68.4% | $4,299+83.8% |
| Participant deferral / active EE | $17,001 | $8,310+104.6% | $7,997+112.6% | $6,507+161.3% |
| Admin fee / account holder | $5,033 | $14,846-66.1% | $13,435-62.5% | $12,624-60.1% |