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 | $79,207 | $217,402-63.6% | $185,823-57.4% | $167,490-52.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.03% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $7,537 | $5,873+28.3% | $5,167+45.9% | $4,837+55.8% |
| Participant deferral / active EE | $11,375 | $6,356+79.0% | $5,568+104.3% | $6,341+79.4% |
| Admin fee / account holder | $1,192 | $19,811-94.0% | $16,237-92.7% | $12,309-90.3% |