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 6-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 | $78,709 | $159,901-50.8% | $146,958-46.4% | $145,922-46.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.37% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,975 | $5,286-62.6% | $4,933-60.0% | $4,660-57.6% |
| Participant deferral / active EE | $11,607 | $8,428+37.7% | $8,070+43.8% | $6,688+73.6% |
| Admin fee / account holder | $13,716 | $15,044-8.8% | $12,998+5.5% | $13,397+2.4% |