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 | $71,483 | $183,519-61.0% | $155,509-54.0% | $145,922-51.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.24% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $13,517 | $5,313+154.4% | $4,672+189.3% | $4,660+190.1% |
| Participant deferral / active EE | $10,505 | $6,462+62.6% | $5,626+86.7% | $6,688+57.1% |
| Admin fee / account holder | $530 | $19,313-97.3% | $15,912-96.7% | $13,397-96.0% |