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 5-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 | $70,540 | $74,888-5.8% | $71,209-0.9% | $142,382-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.12% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $10,027 | $2,854+251.3% | $2,721+268.5% | $4,299+133.2% |
| Participant deferral / active EE | $10,027 | $4,454+125.1% | $4,175+140.1% | $6,507+54.1% |
| Admin fee / account holder | $14,702 | $5,568+164.0% | $5,349+174.9% | $12,624+16.5% |