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 | $67,562 | $107,334-37.1% | $92,893-27.3% | $152,861-55.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.35% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $19,181 | $4,221+354.4% | $3,653+425.1% | $4,762+302.8% |
| Participant deferral / active EE | $6,572 | $4,845+35.6% | $4,236+55.1% | $5,850+12.3% |
| Admin fee / account holder | $376 | $7,079-94.7% | $5,794-93.5% | $11,596-96.8% |