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 | $142,638 | $150,197-5.0% | $120,368+18.5% | $145,959-2.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.79% | 154.26%-140.5pp | 107.26%-93.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $10,924 | $4,350+151.1% | $3,465+215.3% | $4,661+134.4% |
| Participant deferral / active EE | $7,229 | $6,174+17.1% | $4,991+44.8% | $6,689+8.1% |
| Admin fee / account holder | $1,500 | $12,216-87.7% | $9,429-84.1% | $13,398-88.8% |