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 | $41,539 | $202,432-79.5% | $169,368-75.5% | $139,434-70.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.07% | 531.74%-516.7pp | 405.60%-390.5pp | 372.94%-357.9pp |
| Employer contribution / active EE | $10,545 | $4,692+124.7% | $4,013+162.8% | $4,751+122.0% |
| Participant deferral / active EE | $7,079 | $6,938+2.0% | $6,221+13.8% | $6,710+5.5% |
| Admin fee / account holder | $5,435 | $10,708-49.2% | $9,003-39.6% | $11,403-52.3% |