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 | $56,606 | $157,256-64.0% | $141,162-59.9% | $152,861-63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 40.34% | 64.32%-24.0pp | 71.39%-31.0pp | 345.32%-305.0pp |
| Employer contribution / active EE | $5,331 | $5,261+1.3% | $4,735+12.6% | $4,762+11.9% |
| Participant deferral / active EE | $3,135 | $7,109-55.9% | $6,709-53.3% | $5,850-46.4% |
| Admin fee / account holder | $613 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |