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 7-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 | $62,499 | $157,256-60.3% | $141,162-55.7% | $152,861-59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.17% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $25,951 | $5,261+393.3% | $4,735+448.1% | $4,762+444.9% |
| Participant deferral / active EE | $5,918 | $7,109-16.8% | $6,709-11.8% | $5,850+1.2% |
| Admin fee / account holder | $711 | $12,120-94.1% | $10,261-93.1% | $11,596-93.9% |