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 10-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 | $72,164 | $73,515-1.8% | $62,995+14.6% | $147,584-51.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.66% | 175.43%-154.8pp | 87.57%-66.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $7,038 | $3,320+112.0% | $2,759+155.1% | $4,876+44.3% |
| Participant deferral / active EE | $3,839 | $4,185-8.3% | $3,329+15.3% | $5,439-29.4% |
| Admin fee / account holder | $475 | $5,953-92.0% | $3,600-86.8% | $10,885-95.6% |