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 | $33,186 | $79,944-58.5% | $98,439-66.3% | $75,163-55.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 52.18% | 19.75%+32.4pp | 21.16%+31.0pp | 160.62%-108.4pp |
| Employer contribution / active EE | $3,396 | $2,264+50.0% | $3,048+11.4% | $2,670+27.2% |
| Participant deferral / active EE | $10,816 | $3,752+188.3% | $4,738+128.3% | $4,125+162.2% |
| Admin fee / account holder | $844 | $6,840-87.7% | $8,948-90.6% | $5,651-85.1% |