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 5-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 | $118,902 | $158,398-24.9% | $126,539-6.0% | $142,382-16.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.96% | 593.76%-577.8pp | 425.95%-410.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $17,322 | $4,650+272.5% | $3,674+371.5% | $4,299+302.9% |
| Participant deferral / active EE | $17,833 | $4,767+274.1% | $4,083+336.8% | $6,507+174.1% |
| Admin fee / account holder | $446 | $6,918-93.6% | $6,065-92.7% | $12,624-96.5% |