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 | $44,300 | $183,963-75.9% | $162,163-72.7% | $152,861-71.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.76% | 150.76%-131.0pp | 115.59%-95.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $7,939 | $6,371+24.6% | $5,614+41.4% | $4,762+66.7% |
| Participant deferral / active EE | $10,199 | $8,034+26.9% | $7,298+39.7% | $5,850+74.3% |
| Admin fee / account holder | $48,691 | $13,121+271.1% | $10,843+349.1% | $11,596+319.9% |