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 9-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 | $67,140 | $74,888-10.3% | $71,209-5.7% | $142,382-52.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.37% | 345.14%-324.8pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $8,814 | $2,854+208.8% | $2,721+223.9% | $4,299+105.0% |
| Participant deferral / active EE | $12,807 | $4,454+187.5% | $4,175+206.7% | $6,507+96.8% |
| Admin fee / account holder | $2,113 | $5,568-62.1% | $5,349-60.5% | $12,624-83.3% |