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 | $74,667 | $107,334-30.4% | $92,893-19.6% | $152,861-51.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.45% | 145.58%-129.1pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $6,835 | $4,221+61.9% | $3,653+87.1% | $4,762+43.5% |
| Participant deferral / active EE | $11,551 | $4,845+138.4% | $4,236+172.7% | $5,850+97.4% |
| Admin fee / account holder | $517 | $7,079-92.7% | $5,794-91.1% | $11,596-95.5% |