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 | $97,070 | $108,919-10.9% | $100,391-3.3% | $145,922-33.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.94% | 57.88%-36.9pp | 49.20%-28.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $7,684 | $4,419+73.9% | $3,942+95.0% | $4,660+64.9% |
| Participant deferral / active EE | $5,178 | $8,445-38.7% | $8,082-35.9% | $6,688-22.6% |
| Admin fee / account holder | $1,345 | $9,689-86.1% | $7,899-83.0% | $13,397-90.0% |