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 | $56,963 | $109,327-47.9% | $89,391-36.3% | $158,922-64.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.07% | 345.68%-319.6pp | 245.62%-219.5pp | 302.83%-276.8pp |
| Employer contribution / active EE | $9,984 | $3,170+215.0% | $2,586+286.1% | $4,761+109.7% |
| Participant deferral / active EE | $12,868 | $4,598+179.9% | $3,890+230.8% | $5,982+115.1% |
| Admin fee / account holder | $2,474 | $6,153-59.8% | $4,881-49.3% | $11,246-78.0% |