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 9-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 | $138,572 | $228,332-39.3% | $185,823-25.4% | $158,922-12.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.42% | 40.80%-35.4pp | 35.95%-30.5pp | 302.83%-297.4pp |
| Employer contribution / active EE | $8,000 | $4,967+61.1% | $4,087+95.7% | $4,761+68.0% |
| Participant deferral / active EE | $24,000 | $6,415+274.2% | $5,632+326.1% | $5,982+301.2% |
| Admin fee / account holder | $1,497 | $11,864-87.4% | $9,500-84.2% | $11,246-86.7% |