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 3-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 | $60,546 | $133,922-54.8% | $116,228-47.9% | $142,382-57.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.85% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $23,028 | $3,446+568.3% | $2,994+669.0% | $4,299+435.6% |
| Participant deferral / active EE | $12,253 | $5,672+116.0% | $4,953+147.4% | $6,507+88.3% |
| Admin fee / account holder | $2,492 | $14,945-83.3% | $11,989-79.2% | $12,624-80.3% |