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 8-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 | $150,538 | $209,411-28.1% | $178,490-15.7% | $158,922-5.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.57% | 188.75%-167.2pp | 151.07%-129.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,224 | $5,706-78.6% | $5,011-75.6% | $4,761-74.3% |
| Participant deferral / active EE | $6,524 | $5,954+9.6% | $5,202+25.4% | $5,982+9.1% |
| Admin fee / account holder | $1,792 | $17,074-89.5% | $13,984-87.2% | $11,246-84.1% |