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 | $63,127 | $201,259-68.6% | $184,200-65.7% | $145,959-56.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 37.37% | 28.98%+8.4pp | 28.80%+8.6pp | 561.95%-524.6pp |
| Employer contribution / active EE | $9,085 | $7,018+29.5% | $6,424+41.4% | $4,661+94.9% |
| Participant deferral / active EE | $17,945 | $9,806+83.0% | $9,132+96.5% | $6,689+168.3% |
| Admin fee / account holder | $393 | $16,372-97.6% | $13,907-97.2% | $13,398-97.1% |