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 | $37,032 | $69,207-46.5% | $64,056-42.2% | $139,434-73.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.59% | 45.88%-23.3pp | 33.69%-11.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $10,295 | $3,182+223.5% | $2,747+274.8% | $4,751+116.7% |
| Participant deferral / active EE | $9,471 | $4,682+102.3% | $3,880+144.1% | $6,710+41.1% |
| Admin fee / account holder | $1,837 | $4,244-56.7% | $3,068-40.1% | $11,403-83.9% |