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 | $69,202 | $214,378-67.7% | $200,582-65.5% | $142,382-51.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.42% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,360 | $6,841-50.9% | $6,419-47.6% | $4,299-21.8% |
| Participant deferral / active EE | $11,484 | $9,865+16.4% | $9,331+23.1% | $6,507+76.5% |
| Admin fee / account holder | $474 | $17,692-97.3% | $16,305-97.1% | $12,624-96.2% |