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 | $44,320 | $109,904-59.7% | $97,167-54.4% | $145,959-69.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 28.10% | 243.43%-215.3pp | 75.27%-47.2pp | 561.95%-533.9pp |
| Employer contribution / active EE | $19,574 | $3,084+534.6% | $2,729+617.2% | $4,661+320.0% |
| Participant deferral / active EE | $16,850 | $4,676+260.4% | $4,264+295.2% | $6,689+151.9% |
| Admin fee / account holder | $19,805 | $6,216+218.6% | $5,650+250.5% | $13,398+47.8% |