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 | $138,871 | $183,519-24.3% | $155,509-10.7% | $145,922-4.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.06% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,275 | $5,313+55.8% | $4,672+77.1% | $4,660+77.6% |
| Participant deferral / active EE | $5,574 | $6,462-13.8% | $5,626-0.9% | $6,688-16.7% |
| Admin fee / account holder | $1,008 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |