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 | $165,797 | $214,378-22.7% | $200,582-17.3% | $142,382+16.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.24% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,455 | $6,841-34.9% | $6,419-30.6% | $4,299+3.6% |
| Participant deferral / active EE | $6,685 | $9,865-32.2% | $9,331-28.4% | $6,507+2.7% |
| Admin fee / account holder | $1,049 | $17,692-94.1% | $16,305-93.6% | $12,624-91.7% |