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 6-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 | $35,929 | $185,822-80.7% | $169,993-78.9% | $139,434-74.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.22% | 60.50%-34.3pp | 53.37%-27.2pp | 372.94%-346.7pp |
| Employer contribution / active EE | $44,527 | $7,590+486.6% | $6,785+556.2% | $4,751+837.3% |
| Participant deferral / active EE | $33,674 | $11,622+189.7% | $10,408+223.6% | $6,710+401.8% |
| Admin fee / account holder | $66,355 | $15,381+331.4% | $12,815+417.8% | $11,403+481.9% |