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 | $128,532 | $183,519-30.0% | $155,509-17.3% | $145,922-11.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.76% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,717 | $5,313-30.0% | $4,672-20.5% | $4,660-20.2% |
| Participant deferral / active EE | $21,177 | $6,462+227.7% | $5,626+276.4% | $6,688+216.7% |
| Admin fee / account holder | $888 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |