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 | $81,685 | $111,535-26.8% | $105,223-22.4% | $137,256-40.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.87% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $27,719 | $3,939+603.6% | $3,689+651.5% | $4,156+567.0% |
| Participant deferral / active EE | $21,078 | $5,500+283.2% | $5,072+315.6% | $6,407+229.0% |
| Admin fee / account holder | $125,019 | $9,721+1186.0% | $8,859+1311.2% | $12,270+918.9% |