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 8-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 | $114,456 | $202,432-43.5% | $169,368-32.4% | $139,434-17.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.54% | 531.74%-518.2pp | 405.60%-392.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $11,962 | $4,692+154.9% | $4,013+198.1% | $4,751+151.8% |
| Participant deferral / active EE | $11,457 | $6,938+65.1% | $6,221+84.2% | $6,710+70.7% |
| Admin fee / account holder | $792 | $10,708-92.6% | $9,003-91.2% | $11,403-93.1% |