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 | $128,626 | $124,185+3.6% | $108,410+18.6% | $167,490-23.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.42% | 1379.64%-1363.2pp | 905.27%-888.9pp | 478.56%-462.1pp |
| Employer contribution / active EE | $5,129 | $4,187+22.5% | $3,558+44.1% | $4,837+6.0% |
| Participant deferral / active EE | $5,129 | $6,908-25.8% | $6,563-21.8% | $6,341-19.1% |
| Admin fee / account holder | $7,203 | $9,455-23.8% | $7,295-1.3% | $12,309-41.5% |