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 | $71,187 | $217,402-67.3% | $185,823-61.7% | $167,490-57.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.38% | 148.36%-129.0pp | 122.05%-102.7pp | 478.56%-459.2pp |
| Employer contribution / active EE | $6,752 | $5,873+15.0% | $5,167+30.7% | $4,837+39.6% |
| Participant deferral / active EE | $14,035 | $6,356+120.8% | $5,568+152.1% | $6,341+121.3% |
| Admin fee / account holder | $28,336 | $19,811+43.0% | $16,237+74.5% | $12,309+130.2% |