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 8-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 | $98,046 | $183,963-46.7% | $162,163-39.5% | $152,861-35.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.08% | 150.76%-115.7pp | 115.59%-80.5pp | 345.32%-310.2pp |
| Employer contribution / active EE | $16,742 | $6,371+162.8% | $5,614+198.2% | $4,762+251.6% |
| Participant deferral / active EE | $25,100 | $8,034+212.4% | $7,298+243.9% | $5,850+329.0% |
| Admin fee / account holder | $2,962 | $13,121-77.4% | $10,843-72.7% | $11,596-74.5% |