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 | $107,785 | $217,402-50.4% | $185,823-42.0% | $167,490-35.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.21% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $12,201 | $5,873+107.7% | $5,167+136.1% | $4,837+152.2% |
| Participant deferral / active EE | $13,381 | $6,356+110.5% | $5,568+140.3% | $6,341+111.0% |
| Admin fee / account holder | $3,020 | $19,811-84.8% | $16,237-81.4% | $12,309-75.5% |