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 | $124,276 | $176,662-29.7% | $130,648-4.9% | $152,861-18.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 6.91% | 2692.24%-2685.3pp | 1708.96%-1702.1pp | 345.32%-338.4pp |
| Employer contribution / active EE | $10,560 | $5,742+83.9% | $4,092+158.1% | $4,762+121.7% |
| Participant deferral / active EE | $16,667 | $4,361+282.1% | $3,603+362.6% | $5,850+184.9% |
| Admin fee / account holder | $1,911 | $7,133-73.2% | $5,464-65.0% | $11,596-83.5% |