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 4-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 | $65,924 | $100,773-34.6% | $88,946-25.9% | $142,382-53.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.42% | 70.18%-50.8pp | 57.82%-38.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,655 | $2,918+162.4% | $2,555+199.6% | $4,299+78.1% |
| Participant deferral / active EE | $14,418 | $5,230+175.7% | $4,581+214.7% | $6,507+121.6% |
| Admin fee / account holder | $14,876 | $9,693+53.5% | $8,261+80.1% | $12,624+17.8% |