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 | $106,507 | $209,832-49.2% | $189,513-43.8% | $167,490-36.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.56% | 748.27%-734.7pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,793 | $6,914-59.6% | $6,162-54.7% | $4,837-42.3% |
| Participant deferral / active EE | $4,711 | $8,935-47.3% | $8,221-42.7% | $6,341-25.7% |
| Admin fee / account holder | $1,554 | $14,293-89.1% | $12,045-87.1% | $12,309-87.4% |