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 | $33,443 | $124,281-73.1% | $109,143-69.4% | $167,490-80.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.84% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $11,408 | $4,207+171.1% | $3,722+206.5% | $4,837+135.8% |
| Participant deferral / active EE | $12,122 | $5,255+130.7% | $4,653+160.5% | $6,341+91.2% |
| Admin fee / account holder | $353 | $7,970-95.6% | $6,752-94.8% | $12,309-97.1% |