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 | $46,203 | $108,919-57.6% | $100,391-54.0% | $145,922-68.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.93% | 57.88%-39.0pp | 49.20%-30.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $5,879 | $4,419+33.0% | $3,942+49.2% | $4,660+26.2% |
| Participant deferral / active EE | $14,438 | $8,445+71.0% | $8,082+78.6% | $6,688+115.9% |
| Admin fee / account holder | $623 | $9,689-93.6% | $7,899-92.1% | $13,397-95.4% |