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 | $131,154 | $159,901-18.0% | $146,958-10.8% | $145,922-10.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,647 | $5,286+25.7% | $4,933+34.7% | $4,660+42.6% |
| Participant deferral / active EE | $8,411 | $8,428-0.2% | $8,070+4.2% | $6,688+25.8% |
| Admin fee / account holder | $118,635 | $15,044+688.6% | $12,998+812.7% | $13,397+785.5% |