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 8-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 | $144,393 | $159,901-9.7% | $146,958-1.7% | $145,922-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $19,121 | $5,286+261.7% | $4,933+287.6% | $4,660+310.3% |
| Participant deferral / active EE | $18,350 | $8,428+117.7% | $8,070+127.4% | $6,688+174.4% |
| Admin fee / account holder | $2,134 | $15,044-85.8% | $12,998-83.6% | $13,397-84.1% |