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 | $31,931 | $185,822-82.8% | $169,993-81.2% | $139,434-77.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.90% | 60.50%-45.6pp | 53.37%-38.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $17,371 | $7,590+128.9% | $6,785+156.0% | $4,751+265.6% |
| Participant deferral / active EE | $15,846 | $11,622+36.3% | $10,408+52.2% | $6,710+136.1% |
| Admin fee / account holder | $73,850 | $15,381+380.1% | $12,815+476.3% | $11,403+547.7% |