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 | $74,152 | $114,047-35.0% | $96,139-22.9% | $167,490-55.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.03% | 189.88%-166.9pp | 191.94%-168.9pp | 478.56%-455.5pp |
| Employer contribution / active EE | $4,897 | $3,427+42.9% | $2,797+75.1% | $4,837+1.2% |
| Participant deferral / active EE | $11,871 | $5,194+128.6% | $4,349+173.0% | $6,341+87.2% |
| Admin fee / account holder | $4,843 | $6,897-29.8% | $5,537-12.5% | $12,309-60.7% |