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 | $72,392 | $74,888-3.3% | $71,209+1.7% | $142,382-49.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.33% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $8,479 | $2,854+197.1% | $2,721+211.6% | $4,299+97.2% |
| Participant deferral / active EE | $13,277 | $4,454+198.1% | $4,175+218.0% | $6,507+104.0% |
| Admin fee / account holder | $5,743 | $5,568+3.1% | $5,349+7.4% | $12,624-54.5% |