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 6-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 | $80,390 | $109,327-26.5% | $89,391-10.1% | $158,922-49.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.04% | 345.68%-322.6pp | 245.62%-222.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $6,898 | $3,170+117.6% | $2,586+166.8% | $4,761+44.9% |
| Participant deferral / active EE | $10,998 | $4,598+139.2% | $3,890+182.7% | $5,982+83.8% |
| Admin fee / account holder | $770 | $6,153-87.5% | $4,881-84.2% | $11,246-93.1% |