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 8-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 | $63,642 | $102,604-38.0% | $86,188-26.2% | $139,434-54.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.37% | 1922.51%-1905.1pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $11,853 | $3,032+290.9% | $2,380+398.0% | $4,751+149.5% |
| Participant deferral / active EE | $7,123 | $4,676+52.4% | $3,985+78.7% | $6,710+6.2% |
| Admin fee / account holder | $610 | $8,657-92.9% | $6,852-91.1% | $11,403-94.6% |