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 | $53,802 | $100,773-46.6% | $88,946-39.5% | $142,382-62.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 162.74% | 70.18%+92.6pp | 57.82%+104.9pp | 217.08%-54.3pp |
| Employer contribution / active EE | $1,952 | $2,918-33.1% | $2,555-23.6% | $4,299-54.6% |
| Participant deferral / active EE | $10,443 | $5,230+99.7% | $4,581+127.9% | $6,507+60.5% |
| Admin fee / account holder | $364 | $9,693-96.2% | $8,261-95.6% | $12,624-97.1% |