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 | $96,257 | $180,749-46.7% | $160,784-40.1% | $137,256-29.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.58% | 2234.46%-2217.9pp | 1803.92%-1787.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,307 | $4,155+27.7% | $3,733+42.2% | $4,156+27.7% |
| Participant deferral / active EE | $11,039 | $6,844+61.3% | $6,293+75.4% | $6,407+72.3% |
| Admin fee / account holder | $1,300 | $10,397-87.5% | $9,717-86.6% | $12,270-89.4% |