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 | $73,254 | $162,781-55.0% | $133,956-45.3% | $158,922-53.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.52% | 41.94%-25.4pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $15,601 | $4,975+213.6% | $3,919+298.1% | $4,761+227.7% |
| Participant deferral / active EE | $15,919 | $5,911+169.3% | $5,048+215.4% | $5,982+166.1% |
| Admin fee / account holder | $1,166 | $11,736-90.1% | $8,927-86.9% | $11,246-89.6% |