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 | $54,805 | $124,185-55.9% | $108,410-49.4% | $167,490-67.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.68% | 1379.64%-1367.0pp | 905.27%-892.6pp | 478.56%-465.9pp |
| Employer contribution / active EE | $14,130 | $4,187+237.5% | $3,558+297.1% | $4,837+192.1% |
| Participant deferral / active EE | $13,986 | $6,908+102.5% | $6,563+113.1% | $6,341+120.6% |
| Admin fee / account holder | $761 | $9,455-92.0% | $7,295-89.6% | $12,309-93.8% |