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 | $30,362 | $114,381-73.5% | $107,525-71.8% | $142,382-78.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.59% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $30,913 | $4,015+670.0% | $3,754+723.6% | $4,299+619.1% |
| Participant deferral / active EE | $30,915 | $5,564+455.6% | $5,116+504.3% | $6,507+375.1% |
| Admin fee / account holder | $22,482 | $9,860+128.0% | $8,919+152.1% | $12,624+78.1% |