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 | $60,728 | $115,882-47.6% | $100,516-39.6% | $158,922-61.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.92% | 34.79%-15.9pp | 30.89%-12.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $7,512 | $4,103+83.1% | $3,418+119.8% | $4,761+57.8% |
| Participant deferral / active EE | $18,692 | $6,674+180.1% | $6,270+198.1% | $5,982+212.5% |
| Admin fee / account holder | $4,600 | $10,995-58.2% | $8,081-43.1% | $11,246-59.1% |