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 | $63,212 | $148,534-57.4% | $135,903-53.5% | $139,434-54.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.17% | 79.19%-65.0pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $12,222 | $5,243+133.1% | $4,856+151.7% | $4,751+157.3% |
| Participant deferral / active EE | $22,075 | $8,100+172.5% | $7,758+184.6% | $6,710+229.0% |
| Admin fee / account holder | $25,745 | $12,400+107.6% | $10,762+139.2% | $11,403+125.8% |