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 | $74,809 | $133,922-44.1% | $116,228-35.6% | $142,382-47.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.26% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,456 | $3,446+29.3% | $2,994+48.8% | $4,299+3.6% |
| Participant deferral / active EE | $4,350 | $5,672-23.3% | $4,953-12.2% | $6,507-33.2% |
| Admin fee / account holder | $22,012 | $14,945+47.3% | $11,989+83.6% | $12,624+74.4% |