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 | $88,007 | $115,770-24.0% | $101,248-13.1% | $158,922-44.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.65% | 56.14%-35.5pp | 46.47%-25.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $14,944 | $4,175+258.0% | $3,660+308.4% | $4,761+213.9% |
| Participant deferral / active EE | $16,099 | $4,957+224.7% | $4,370+268.4% | $5,982+169.1% |
| Admin fee / account holder | $1,815 | $7,245-75.0% | $5,945-69.5% | $11,246-83.9% |