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 | $42,135 | $72,071-41.5% | $68,368-38.4% | $137,256-69.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.54% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,853 | $2,788+74.1% | $2,649+83.2% | $4,156+16.8% |
| Participant deferral / active EE | $8,037 | $4,410+82.2% | $4,123+94.9% | $6,407+25.4% |
| Admin fee / account holder | $8,527 | $5,336+59.8% | $5,150+65.6% | $12,270-30.5% |