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 | $71,067 | $148,534-52.2% | $135,903-47.7% | $139,434-49.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.14% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $6,847 | $5,243+30.6% | $4,856+41.0% | $4,751+44.1% |
| Participant deferral / active EE | $9,938 | $8,100+22.7% | $7,758+28.1% | $6,710+48.1% |
| Admin fee / account holder | $552 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |