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 | $115,502 | $209,411-44.8% | $178,490-35.3% | $158,922-27.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.47% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $8,234 | $5,706+44.3% | $5,011+64.3% | $4,761+72.9% |
| Participant deferral / active EE | $4,134 | $5,954-30.6% | $5,202-20.5% | $5,982-30.9% |
| Admin fee / account holder | $64,918 | $17,074+280.2% | $13,984+364.2% | $11,246+477.3% |