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 7-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 | $67,717 | $126,574-46.5% | $106,213-36.2% | $145,922-53.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.74% | 224.79%-213.0pp | 116.14%-104.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $10,867 | $3,730+191.3% | $3,171+242.6% | $4,660+133.2% |
| Participant deferral / active EE | $15,457 | $5,724+170.1% | $5,016+208.2% | $6,688+131.1% |
| Admin fee / account holder | $352,947 | $17,304+1939.7% | $11,033+3099.0% | $13,397+2534.5% |