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 | $151,880 | $159,901-5.0% | $146,958+3.3% | $145,922+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $18,822 | $5,286+256.1% | $4,933+281.6% | $4,660+303.9% |
| Participant deferral / active EE | $15,193 | $8,428+80.3% | $8,070+88.3% | $6,688+127.2% |
| Admin fee / account holder | $976 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |