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 | $108,749 | $155,788-30.2% | $124,672-12.8% | $167,490-35.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.08% | 17.97%-0.9pp | 5142.93%-5125.9pp | 478.56%-461.5pp |
| Employer contribution / active EE | $18,484 | $4,163+344.0% | $3,324+456.2% | $4,837+282.1% |
| Participant deferral / active EE | $18,417 | $5,673+224.6% | $4,614+299.1% | $6,341+190.4% |
| Admin fee / account holder | $547 | $9,531-94.3% | $7,493-92.7% | $12,309-95.6% |