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 8-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 | $82,383 | $104,664-21.3% | $85,682-3.9% | $167,490-50.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.21% | 21.45%-0.2pp | 21.49%-0.3pp | 478.56%-457.3pp |
| Employer contribution / active EE | $9,475 | $3,337+183.9% | $2,618+261.9% | $4,837+95.9% |
| Participant deferral / active EE | $11,736 | $4,824+143.3% | $3,923+199.2% | $6,341+85.1% |
| Admin fee / account holder | $545 | $10,032-94.6% | $6,873-92.1% | $12,309-95.6% |