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 | $111,192 | $165,335-32.7% | $149,696-25.7% | $158,922-30.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.10% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $7,000 | $5,103+37.2% | $4,644+50.7% | $4,761+47.0% |
| Participant deferral / active EE | $17,333 | $7,181+141.4% | $6,842+153.3% | $5,982+189.8% |
| Admin fee / account holder | $885 | $10,807-91.8% | $9,309-90.5% | $11,246-92.1% |