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 | $67,418 | $105,126-35.9% | $94,646-28.8% | $139,434-51.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.34% | 38.03%-23.7pp | 156.71%-142.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $7,682 | $4,106+87.1% | $3,672+109.2% | $4,751+61.7% |
| Participant deferral / active EE | $17,081 | $7,599+124.8% | $7,418+130.3% | $6,710+154.6% |
| Admin fee / account holder | $7,002 | $8,984-22.1% | $7,231-3.2% | $11,403-38.6% |