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 | $134,704 | $226,064-40.4% | $182,532-26.2% | $152,861-11.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 69.49% | 192.51%-123.0pp | 148.54%-79.0pp | 345.32%-275.8pp |
| Employer contribution / active EE | $30,258 | $4,978+507.8% | $4,076+642.3% | $4,762+535.4% |
| Participant deferral / active EE | $23,000 | $6,368+261.2% | $5,524+316.3% | $5,850+293.2% |
| Admin fee / account holder | $821 | $10,703-92.3% | $8,592-90.4% | $11,596-92.9% |