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 | $89,542 | $176,056-49.1% | $159,436-43.8% | $167,490-46.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 137.56% | 331.75%-194.2pp | 263.57%-126.0pp | 478.56%-341.0pp |
| Employer contribution / active EE | $15,758 | $5,297+197.5% | $4,829+226.3% | $4,837+225.7% |
| Participant deferral / active EE | $14,825 | $7,750+91.3% | $7,352+101.6% | $6,341+133.8% |
| Admin fee / account holder | $577 | $12,554-95.4% | $10,799-94.7% | $12,309-95.3% |