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 | $137,648 | $202,432-32.0% | $169,368-18.7% | $139,434-1.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.42% | 531.74%-511.3pp | 405.60%-385.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $6,300 | $4,692+34.3% | $4,013+57.0% | $4,751+32.6% |
| Participant deferral / active EE | $30,000 | $6,938+332.4% | $6,221+382.2% | $6,710+347.1% |
| Admin fee / account holder | $5,382 | $10,708-49.7% | $9,003-40.2% | $11,403-52.8% |