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 | $63,014 | $175,202-64.0% | $149,673-57.9% | $139,434-54.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.03% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,237 | $5,474-40.9% | $4,818-32.8% | $4,751-31.9% |
| Participant deferral / active EE | $12,699 | $6,519+94.8% | $5,680+123.6% | $6,710+89.3% |
| Admin fee / account holder | $5,163 | $16,150-68.0% | $13,210-60.9% | $11,403-54.7% |