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 6-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 | $67,668 | $159,602-57.6% | $150,045-54.9% | $142,382-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.55% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $13,329 | $4,961+168.7% | $4,693+184.0% | $4,299+210.0% |
| Participant deferral / active EE | $52,162 | $8,310+527.7% | $7,997+552.3% | $6,507+701.6% |
| Admin fee / account holder | $122,829 | $14,846+727.3% | $13,435+814.3% | $12,624+873.0% |