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 9-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 | $103,508 | $176,056-41.2% | $159,436-35.1% | $167,490-38.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.57% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $7,426 | $5,297+40.2% | $4,829+53.8% | $4,837+53.5% |
| Participant deferral / active EE | $5,887 | $7,750-24.0% | $7,352-19.9% | $6,341-7.2% |
| Admin fee / account holder | $340 | $12,554-97.3% | $10,799-96.9% | $12,309-97.2% |