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 | $82,252 | $177,572-53.7% | $154,803-46.9% | $142,382-42.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.32% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $10,633 | $4,810+121.0% | $4,305+147.0% | $4,299+147.3% |
| Participant deferral / active EE | $5,563 | $6,272-11.3% | $5,540+0.4% | $6,507-14.5% |
| Admin fee / account holder | $12,424 | $16,786-26.0% | $14,329-13.3% | $12,624-1.6% |