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 | $158,632 | $159,901-0.8% | $146,958+7.9% | $145,922+8.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,066 | $5,286-42.0% | $4,933-37.8% | $4,660-34.2% |
| Participant deferral / active EE | $10,862 | $8,428+28.9% | $8,070+34.6% | $6,688+62.4% |
| Admin fee / account holder | $2,946 | $15,044-80.4% | $12,998-77.3% | $13,397-78.0% |