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 | $35,866 | $210,648-83.0% | $177,989-79.8% | $145,922-75.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.36% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $10,924 | $4,565+139.3% | $3,949+176.6% | $4,660+134.4% |
| Participant deferral / active EE | $15,080 | $6,958+116.7% | $6,276+140.3% | $6,688+125.5% |
| Admin fee / account holder | $22,803 | $12,013+89.8% | $10,363+120.0% | $13,397+70.2% |