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 | $67,676 | $111,754-39.4% | $103,333-34.5% | $145,922-53.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $12,191 | $4,212+189.4% | $3,868+215.2% | $4,660+161.6% |
| Participant deferral / active EE | $11,897 | $5,619+111.7% | $5,057+135.2% | $6,688+77.9% |
| Admin fee / account holder | $20,274 | $9,750+107.9% | $8,355+142.7% | $13,397+51.3% |