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 | $92,042 | $177,572-48.2% | $154,803-40.5% | $142,382-35.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.98% | 65.07%-39.1pp | 58.88%-32.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $7,465 | $4,810+55.2% | $4,305+73.4% | $4,299+73.6% |
| Participant deferral / active EE | $17,864 | $6,272+184.8% | $5,540+222.4% | $6,507+174.5% |
| Admin fee / account holder | $7,615 | $16,786-54.6% | $14,329-46.9% | $12,624-39.7% |