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 | $68,583 | $209,411-67.2% | $178,490-61.6% | $158,922-56.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.63% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $7,441 | $5,706+30.4% | $5,011+48.5% | $4,761+56.3% |
| Participant deferral / active EE | $19,000 | $5,954+219.1% | $5,202+265.3% | $5,982+217.6% |
| Admin fee / account holder | $496 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |