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 3-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 | $24,578 | $108,912-77.4% | $100,383-75.5% | $145,959-83.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 57.96%-44.1pp | 49.26%-35.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $19,499 | $4,423+340.9% | $3,944+394.4% | $4,661+318.4% |
| Participant deferral / active EE | $28,278 | $8,451+234.6% | $8,086+249.7% | $6,689+322.8% |
| Admin fee / account holder | $40,306 | $9,690+315.9% | $7,900+410.2% | $13,398+200.8% |