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 | $77,444 | $112,096-30.9% | $95,952-19.3% | $158,922-51.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.34% | 171.09%-150.8pp | 91.61%-71.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $7,561 | $3,198+136.4% | $2,541+197.6% | $4,761+58.8% |
| Participant deferral / active EE | $13,848 | $4,784+189.5% | $4,167+232.3% | $5,982+131.5% |
| Admin fee / account holder | $4,863 | $10,130-52.0% | $6,795-28.4% | $11,246-56.8% |