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 | $76,663 | $102,317-25.1% | $146,958-47.8% | $80,856-5.2% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 31.28% | 134.76%-103.5pp | 418.34%-387.1pp | 35.59%-4.3pp |
| Employer contribution / active EE | $7,678 | $3,713+106.8% | $4,933+55.6% | $2,755+178.7% |
| Participant deferral / active EE | $14,011 | $6,644+110.9% | $8,070+73.6% | $4,296+226.1% |
| Admin fee / account holder | $6,162 | $7,941-22.4% | $12,998-52.6% | $6,918-10.9% |