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 | $58,829 | $183,519-67.9% | $155,509-62.2% | $145,922-59.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.77% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,115 | $5,313-22.6% | $4,672-11.9% | $4,660-11.7% |
| Participant deferral / active EE | $17,620 | $6,462+172.6% | $5,626+213.2% | $6,688+163.5% |
| Admin fee / account holder | $3,428 | $19,313-82.3% | $15,912-78.5% | $13,397-74.4% |