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 | $43,166 | $133,922-67.8% | $116,228-62.9% | $142,382-69.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.31% | 147.76%-125.5pp | 90.06%-67.8pp | 217.08%-194.8pp |
| Employer contribution / active EE | $6,113 | $3,446+77.4% | $2,994+104.2% | $4,299+42.2% |
| Participant deferral / active EE | $15,622 | $5,672+175.4% | $4,953+215.4% | $6,507+140.1% |
| Admin fee / account holder | $9,126 | $14,945-38.9% | $11,989-23.9% | $12,624-27.7% |