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 9-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 | $76,929 | $98,750-22.1% | $149,696-48.6% | $79,858-3.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.50% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,868 | $3,216+51.4% | $4,644+4.8% | $2,471+97.0% |
| Participant deferral / active EE | $12,671 | $5,680+123.1% | $6,842+85.2% | $3,740+238.8% |
| Admin fee / account holder | $14,837 | $6,053+145.1% | $9,309+59.4% | $5,306+179.6% |