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 | $154,270 | $183,519-15.9% | $155,509-0.8% | $145,922+5.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,955 | $5,313+30.9% | $4,672+48.8% | $4,660+49.3% |
| Participant deferral / active EE | $8,155 | $6,462+26.2% | $5,626+45.0% | $6,688+21.9% |
| Admin fee / account holder | $4,381 | $19,313-77.3% | $15,912-72.5% | $13,397-67.3% |