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 | $118,396 | $210,648-43.8% | $177,989-33.5% | $145,922-18.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.67% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,548 | $4,565-66.1% | $3,949-60.8% | $4,660-66.8% |
| Participant deferral / active EE | $1,548 | $6,958-77.8% | $6,276-75.3% | $6,688-76.9% |
| Admin fee / account holder | $429 | $12,013-96.4% | $10,363-95.9% | $13,397-96.8% |