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 9-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 | $72,742 | $154,117-52.8% | $129,995-44.0% | $139,434-47.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.66% | 32.48%-13.8pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $10,479 | $5,289+98.1% | $4,320+142.6% | $4,751+120.6% |
| Participant deferral / active EE | $22,230 | $6,710+231.3% | $5,820+282.0% | $6,710+231.3% |
| Admin fee / account holder | $5,617 | $14,007-59.9% | $10,614-47.1% | $11,403-50.7% |