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 | $137,826 | $175,202-21.3% | $149,673-7.9% | $139,434-1.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.36% | 166.71%-151.3pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $17,439 | $5,474+218.6% | $4,818+262.0% | $4,751+267.1% |
| Participant deferral / active EE | $15,626 | $6,519+139.7% | $5,680+175.1% | $6,710+132.9% |
| Admin fee / account holder | $1,168 | $16,150-92.8% | $13,210-91.2% | $11,403-89.8% |