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 | $118,482 | $209,411-43.4% | $178,490-33.6% | $158,922-25.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.07% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $22,537 | $5,706+294.9% | $5,011+349.8% | $4,761+373.4% |
| Participant deferral / active EE | $14,200 | $5,954+138.5% | $5,202+173.0% | $5,982+137.4% |
| Admin fee / account holder | $682 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |