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 6-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 | $31,239 | $111,754-72.0% | $103,333-69.8% | $145,922-78.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.14% | 24.77%-2.6pp | 24.88%-2.7pp | 561.29%-539.1pp |
| Employer contribution / active EE | $13,411 | $4,212+218.4% | $3,868+246.7% | $4,660+187.8% |
| Participant deferral / active EE | $6,778 | $5,619+20.6% | $5,057+34.0% | $6,688+1.4% |
| Admin fee / account holder | $7,062 | $9,750-27.6% | $8,355-15.5% | $13,397-47.3% |