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 | $30,747 | $154,117-80.0% | $129,995-76.3% | $139,434-77.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 32.48%-21.7pp | -137.18%+147.9pp | 372.94%-362.2pp |
| Employer contribution / active EE | $7,647 | $5,289+44.6% | $4,320+77.0% | $4,751+61.0% |
| Participant deferral / active EE | $16,150 | $6,710+140.7% | $5,820+177.5% | $6,710+140.7% |
| Admin fee / account holder | $46,620 | $14,007+232.8% | $10,614+339.2% | $11,403+308.9% |