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 | $98,001 | $124,185-21.1% | $108,410-9.6% | $167,490-41.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.85% | 1379.64%-1362.8pp | 905.27%-888.4pp | 478.56%-461.7pp |
| Employer contribution / active EE | $8,305 | $4,187+98.4% | $3,558+133.4% | $4,837+71.7% |
| Participant deferral / active EE | $32,559 | $6,908+371.3% | $6,563+396.1% | $6,341+413.4% |
| Admin fee / account holder | $12,401 | $9,455+31.2% | $7,295+70.0% | $12,309+0.7% |