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 | $111,383 | $156,846-29.0% | $121,098-8.0% | $139,434-20.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 14.72% | 1474.56%-1459.8pp | 985.75%-971.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $29,143 | $5,536+426.4% | $4,164+599.9% | $4,751+513.4% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,150 | $6,946-83.4% | $5,644-79.6% | $11,403-89.9% |