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 | $63,281 | $148,534-57.4% | $135,903-53.4% | $139,434-54.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.48% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,300 | $5,243-18.0% | $4,856-11.5% | $4,751-9.5% |
| Participant deferral / active EE | $25,338 | $8,100+212.8% | $7,758+226.6% | $6,710+277.6% |
| Admin fee / account holder | $2,059 | $12,400-83.4% | $10,762-80.9% | $11,403-81.9% |