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 | $137,322 | $159,901-14.1% | $146,958-6.6% | $145,922-5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $10,186 | $5,286+92.7% | $4,933+106.5% | $4,660+118.6% |
| Participant deferral / active EE | $8,044 | $8,428-4.6% | $8,070-0.3% | $6,688+20.3% |
| Admin fee / account holder | $1,288 | $15,044-91.4% | $12,998-90.1% | $13,397-90.4% |