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 | $114,578 | $183,519-37.6% | $155,509-26.3% | $145,922-21.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $11,682 | $5,313+119.9% | $4,672+150.0% | $4,660+150.7% |
| Participant deferral / active EE | $10,638 | $6,462+64.6% | $5,626+89.1% | $6,688+59.1% |
| Admin fee / account holder | $902 | $19,313-95.3% | $15,912-94.3% | $13,397-93.3% |