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 | $127,101 | $226,064-43.8% | $182,532-30.4% | $152,861-16.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.29% | 192.51%-177.2pp | 148.54%-133.3pp | 345.32%-330.0pp |
| Employer contribution / active EE | $25,351 | $4,978+409.2% | $4,076+522.0% | $4,762+432.3% |
| Participant deferral / active EE | $16,033 | $6,368+151.8% | $5,524+190.2% | $5,850+174.1% |
| Admin fee / account holder | $1,979 | $10,703-81.5% | $8,592-77.0% | $11,596-82.9% |