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 | $75,576 | $118,849-36.4% | $96,562-21.7% | $167,490-54.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.74% | 50.49%-26.7pp | 37.78%-14.0pp | 478.56%-454.8pp |
| Employer contribution / active EE | $6,633 | $3,120+112.6% | $2,356+181.5% | $4,837+37.1% |
| Participant deferral / active EE | $9,203 | $4,616+99.4% | $3,849+139.1% | $6,341+45.1% |
| Admin fee / account holder | $17,872 | $8,065+121.6% | $6,181+189.1% | $12,309+45.2% |