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 | $66,119 | $107,334-38.4% | $92,893-28.8% | $152,861-56.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.35% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,861 | $4,221-55.9% | $3,653-49.1% | $4,762-60.9% |
| Participant deferral / active EE | $19,000 | $4,845+292.2% | $4,236+348.5% | $5,850+224.8% |
| Admin fee / account holder | $395 | $7,079-94.4% | $5,794-93.2% | $11,596-96.6% |