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 | $92,306 | $117,983-21.8% | $101,794-9.3% | $142,382-35.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.10% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,939 | $2,773+78.1% | $2,289+115.8% | $4,299+14.9% |
| Participant deferral / active EE | $7,055 | $4,714+49.7% | $4,084+72.7% | $6,507+8.4% |
| Admin fee / account holder | $597 | $10,433-94.3% | $8,777-93.2% | $12,624-95.3% |