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 | $42,134 | $176,377-76.1% | $134,143-68.6% | $158,922-73.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.60% | 63.63%-44.0pp | 36.33%-16.7pp | 302.83%-283.2pp |
| Employer contribution / active EE | $13,592 | $5,040+169.7% | $3,704+267.0% | $4,761+185.5% |
| Participant deferral / active EE | $8,288 | $4,091+102.6% | $3,499+136.9% | $5,982+38.5% |
| Admin fee / account holder | $875 | $8,718-90.0% | $6,684-86.9% | $11,246-92.2% |