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 8-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 | $66,894 | $112,881-40.7% | $90,951-26.5% | $158,922-57.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.69% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $8,040 | $2,893+177.9% | $2,122+278.9% | $4,761+68.9% |
| Participant deferral / active EE | $4,942 | $4,128+19.7% | $3,373+46.5% | $5,982-17.4% |
| Admin fee / account holder | $502 | $8,041-93.8% | $5,959-91.6% | $11,246-95.5% |