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 | $111,810 | $217,402-48.6% | $185,823-39.8% | $167,490-33.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.20% | 148.36%-127.2pp | 122.05%-100.9pp | 478.56%-457.4pp |
| Employer contribution / active EE | $4,251 | $5,873-27.6% | $5,167-17.7% | $4,837-12.1% |
| Participant deferral / active EE | $11,814 | $6,356+85.9% | $5,568+112.2% | $6,341+86.3% |
| Admin fee / account holder | $701 | $19,811-96.5% | $16,237-95.7% | $12,309-94.3% |