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 | $78,673 | $228,332-65.5% | $185,823-57.7% | $158,922-50.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.46% | 40.80%-29.3pp | 35.95%-24.5pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,464 | $4,967-30.3% | $4,087-15.3% | $4,761-27.3% |
| Participant deferral / active EE | $12,656 | $6,415+97.3% | $5,632+124.7% | $5,982+111.6% |
| Admin fee / account holder | $796 | $11,864-93.3% | $9,500-91.6% | $11,246-92.9% |