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 | $67,122 | $157,256-57.3% | $141,162-52.5% | $152,861-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.55% | 64.32%-27.8pp | 71.39%-34.8pp | 345.32%-308.8pp |
| Employer contribution / active EE | $7,517 | $5,261+42.9% | $4,735+58.8% | $4,762+57.9% |
| Participant deferral / active EE | $17,147 | $7,109+141.2% | $6,709+155.6% | $5,850+193.1% |
| Admin fee / account holder | $4,062 | $12,120-66.5% | $10,261-60.4% | $11,596-65.0% |