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 4-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 | $94,017 | $183,519-48.8% | $155,509-39.5% | $145,922-35.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.82% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,791 | $5,313-66.3% | $4,672-61.7% | $4,660-61.6% |
| Participant deferral / active EE | $7,636 | $6,462+18.2% | $5,626+35.7% | $6,688+14.2% |
| Admin fee / account holder | $664 | $19,313-96.6% | $15,912-95.8% | $13,397-95.0% |