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 | $85,789 | $154,117-44.3% | $129,995-34.0% | $139,434-38.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.91% | 32.48%-5.6pp | -137.18%+164.1pp | 372.94%-346.0pp |
| Employer contribution / active EE | $10,473 | $5,289+98.0% | $4,320+142.5% | $4,751+120.4% |
| Participant deferral / active EE | $11,503 | $6,710+71.4% | $5,820+97.6% | $6,710+71.4% |
| Admin fee / account holder | $899 | $14,007-93.6% | $10,614-91.5% | $11,403-92.1% |