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 | $67,507 | $114,381-41.0% | $107,525-37.2% | $142,382-52.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,998 | $4,015+173.9% | $3,754+193.0% | $4,299+155.8% |
| Participant deferral / active EE | $2,893 | $5,564-48.0% | $5,116-43.5% | $6,507-55.5% |
| Admin fee / account holder | $2,234 | $9,860-77.3% | $8,919-75.0% | $12,624-82.3% |