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 | $55,283 | $105,931-47.8% | $81,930-32.5% | $158,922-65.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 22.31% | 38.17%-15.9pp | 29.49%-7.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $22,396 | $7,800+187.1% | $4,310+419.6% | $4,761+370.4% |
| Participant deferral / active EE | $15,027 | $13,003+15.6% | $7,107+111.4% | $5,982+151.2% |
| Admin fee / account holder | $1,472 | $8,489-82.7% | $5,158-71.5% | $11,246-86.9% |