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 3-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 | $77,568 | $214,378-63.8% | $200,582-61.3% | $142,382-45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 65.53% | 46.41%+19.1pp | 42.33%+23.2pp | 217.08%-151.5pp |
| Employer contribution / active EE | $27,474 | $6,841+301.6% | $6,419+328.0% | $4,299+539.1% |
| Participant deferral / active EE | $34,411 | $9,865+248.8% | $9,331+268.8% | $6,507+428.8% |
| Admin fee / account holder | $1,856 | $17,692-89.5% | $16,305-88.6% | $12,624-85.3% |