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 | $29,298 | $72,071-59.3% | $68,368-57.1% | $137,256-78.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.62% | 353.14%-328.5pp | 292.57%-268.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $6,202 | $2,788+122.5% | $2,649+134.1% | $4,156+49.2% |
| Participant deferral / active EE | $13,195 | $4,410+199.2% | $4,123+220.1% | $6,407+106.0% |
| Admin fee / account holder | $2,282 | $5,336-57.2% | $5,150-55.7% | $12,270-81.4% |