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 | $30,494 | $117,381-74.0% | $99,443-69.3% | $152,861-80.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 15.87% | 31.87%-16.0pp | 30.72%-14.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $7,225 | $3,013+139.8% | $2,540+184.5% | $4,762+51.7% |
| Participant deferral / active EE | $3,065 | $4,086-25.0% | $3,619-15.3% | $5,850-47.6% |
| Admin fee / account holder | $907 | $7,631-88.1% | $6,250-85.5% | $11,596-92.2% |