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 8-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 | $55,773 | $209,411-73.4% | $178,490-68.8% | $158,922-64.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 48.17% | 188.75%-140.6pp | 151.07%-102.9pp | 302.83%-254.7pp |
| Employer contribution / active EE | $7,620 | $5,706+33.5% | $5,011+52.1% | $4,761+60.0% |
| Participant deferral / active EE | $6,241 | $5,954+4.8% | $5,202+20.0% | $5,982+4.3% |
| Admin fee / account holder | $588 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |