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 | $140,977 | $183,519-23.2% | $155,509-9.3% | $145,922-3.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.75% | 61.17%-28.4pp | 64.67%-31.9pp | 561.29%-528.5pp |
| Employer contribution / active EE | $8,402 | $5,313+58.1% | $4,672+79.8% | $4,660+80.3% |
| Participant deferral / active EE | $10,874 | $6,462+68.3% | $5,626+93.3% | $6,688+62.6% |
| Admin fee / account holder | $1,085 | $19,313-94.4% | $15,912-93.2% | $13,397-91.9% |