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 | $73,631 | $111,754-34.1% | $103,333-28.7% | $145,922-49.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.33% | 24.77%-9.4pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $7,143 | $4,212+69.6% | $3,868+84.7% | $4,660+53.3% |
| Participant deferral / active EE | $6,420 | $5,619+14.3% | $5,057+26.9% | $6,688-4.0% |
| Admin fee / account holder | $1,092 | $9,750-88.8% | $8,355-86.9% | $13,397-91.8% |