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 | $31,514 | $108,919-71.1% | $100,391-68.6% | $145,922-78.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.66% | 57.88%-43.2pp | 49.20%-34.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $6,384 | $4,419+44.5% | $3,942+62.0% | $4,660+37.0% |
| Participant deferral / active EE | $12,159 | $8,445+44.0% | $8,082+50.4% | $6,688+81.8% |
| Admin fee / account holder | $8,112 | $9,689-16.3% | $7,899+2.7% | $13,397-39.5% |