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 | $85,967 | $226,064-62.0% | $182,532-52.9% | $152,861-43.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.71% | 192.51%-167.8pp | 148.54%-123.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,877 | $4,978+38.1% | $4,076+68.7% | $4,762+44.4% |
| Participant deferral / active EE | $9,767 | $6,368+53.4% | $5,524+76.8% | $5,850+67.0% |
| Admin fee / account holder | $5,990 | $10,703-44.0% | $8,592-30.3% | $11,596-48.3% |