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 | $69,072 | $127,264-45.7% | $109,895-37.1% | $167,490-58.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.09% | 22.97%-8.9pp | 29.45%-15.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $5,158 | $3,322+55.2% | $2,842+81.5% | $4,837+6.6% |
| Participant deferral / active EE | $12,077 | $4,514+167.5% | $4,048+198.4% | $6,341+90.5% |
| Admin fee / account holder | $979 | $7,114-86.2% | $6,066-83.9% | $12,309-92.0% |