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 | $54,976 | $114,381-51.9% | $107,525-48.9% | $142,382-61.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.06% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $15,056 | $4,015+275.0% | $3,754+301.1% | $4,299+250.2% |
| Participant deferral / active EE | $8,283 | $5,564+48.9% | $5,116+61.9% | $6,507+27.3% |
| Admin fee / account holder | $1,039 | $9,860-89.5% | $8,919-88.4% | $12,624-91.8% |