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 | $62,616 | $163,101-61.6% | $136,749-54.2% | $142,382-56.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.57% | 27.54%-7.0pp | 24.33%-3.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $7,199 | $4,117+74.9% | $3,400+111.7% | $4,299+67.4% |
| Participant deferral / active EE | $20,015 | $5,585+258.4% | $4,692+326.6% | $6,507+207.6% |
| Admin fee / account holder | $988 | $14,318-93.1% | $11,386-91.3% | $12,624-92.2% |