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 | $34,688 | $105,126-67.0% | $94,646-63.3% | $139,434-75.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 168.77% | 38.03%+130.7pp | 156.71%+12.1pp | 372.94%-204.2pp |
| Employer contribution / active EE | $8,492 | $4,106+106.8% | $3,672+131.3% | $4,751+78.7% |
| Participant deferral / active EE | $9,392 | $7,599+23.6% | $7,418+26.6% | $6,710+40.0% |
| Admin fee / account holder | $4,170 | $8,984-53.6% | $7,231-42.3% | $11,403-63.4% |