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 | $145,868 | $169,161-13.8% | $129,295+12.8% | $145,959-0.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.21% | 14348.07%-14338.9pp | 9429.28%-9420.1pp | 561.95%-552.7pp |
| Employer contribution / active EE | $22,000 | $5,543+296.9% | $4,157+429.2% | $4,661+372.0% |
| Participant deferral / active EE | $7,667 | $4,989+53.7% | $4,169+83.9% | $6,689+14.6% |
| Admin fee / account holder | $908 | $9,878-90.8% | $7,665-88.2% | $13,398-93.2% |