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 | $137,339 | $159,901-14.1% | $146,958-6.5% | $145,922-5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,112 | $5,286-41.1% | $4,933-36.9% | $4,660-33.2% |
| Participant deferral / active EE | $13,041 | $8,428+54.7% | $8,070+61.6% | $6,688+95.0% |
| Admin fee / account holder | $1,645 | $15,044-89.1% | $12,998-87.3% | $13,397-87.7% |