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 4-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 | $85,056 | $109,904-22.6% | $97,167-12.5% | $145,959-41.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.85% | 243.43%-230.6pp | 75.27%-62.4pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,518 | $3,084-18.4% | $2,729-7.8% | $4,661-46.0% |
| Participant deferral / active EE | $10,608 | $4,676+126.9% | $4,264+148.8% | $6,689+58.6% |
| Admin fee / account holder | $1,369 | $6,216-78.0% | $5,650-75.8% | $13,398-89.8% |