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 | $144,679 | $183,519-21.2% | $155,509-7.0% | $145,922-0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $12,564 | $5,313+136.5% | $4,672+168.9% | $4,660+169.6% |
| Participant deferral / active EE | $15,053 | $6,462+132.9% | $5,626+167.5% | $6,688+125.1% |
| Admin fee / account holder | $1,076 | $19,313-94.4% | $15,912-93.2% | $13,397-92.0% |