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 | $23,866 | $154,117-84.5% | $129,995-81.6% | $139,434-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 45.20% | 32.48%+12.7pp | -137.18%+182.4pp | 372.94%-327.7pp |
| Employer contribution / active EE | $3,073 | $5,289-41.9% | $4,320-28.9% | $4,751-35.3% |
| Participant deferral / active EE | $3,813 | $6,710-43.2% | $5,820-34.5% | $6,710-43.2% |
| Admin fee / account holder | $789 | $14,007-94.4% | $10,614-92.6% | $11,403-93.1% |