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 | $101,123 | $158,398-36.2% | $126,539-20.1% | $142,382-29.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 15.32% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $11,161 | $4,650+140.0% | $3,674+203.8% | $4,299+159.6% |
| Participant deferral / active EE | $3,511 | $4,767-26.3% | $4,083-14.0% | $6,507-46.0% |
| Admin fee / account holder | $1,669 | $6,918-75.9% | $6,065-72.5% | $12,624-86.8% |