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 | $136,837 | $209,411-34.7% | $178,490-23.3% | $158,922-13.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.40% | 188.75%-147.4pp | 151.07%-109.7pp | 302.83%-261.4pp |
| Employer contribution / active EE | $14,233 | $5,706+149.4% | $5,011+184.1% | $4,761+198.9% |
| Participant deferral / active EE | $7,800 | $5,954+31.0% | $5,202+50.0% | $5,982+30.4% |
| Admin fee / account holder | $1,434 | $17,074-91.6% | $13,984-89.7% | $11,246-87.2% |