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 | $94,120 | $175,202-46.3% | $149,673-37.1% | $139,434-32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.05% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $12,791 | $5,474+133.7% | $4,818+165.5% | $4,751+169.2% |
| Participant deferral / active EE | $6,612 | $6,519+1.4% | $5,680+16.4% | $6,710-1.5% |
| Admin fee / account holder | $901 | $16,150-94.4% | $13,210-93.2% | $11,403-92.1% |