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 | $36,070 | $105,181-65.7% | $159,436-77.4% | $85,850-58.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.33% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $6,110 | $3,318+84.1% | $4,829+26.5% | $2,565+138.2% |
| Participant deferral / active EE | $9,617 | $5,945+61.8% | $7,352+30.8% | $3,952+143.4% |
| Admin fee / account holder | $697 | $6,933-89.9% | $10,799-93.5% | $6,260-88.9% |