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 | $102,391 | $217,402-52.9% | $185,823-44.9% | $167,490-38.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.01% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $5,750 | $5,873-2.1% | $5,167+11.3% | $4,837+18.9% |
| Participant deferral / active EE | $5,200 | $6,356-18.2% | $5,568-6.6% | $6,341-18.0% |
| Admin fee / account holder | $768 | $19,811-96.1% | $16,237-95.3% | $12,309-93.8% |