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 | $107,381 | $209,411-48.7% | $178,490-39.8% | $158,922-32.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.79% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.0pp |
| Employer contribution / active EE | $9,028 | $5,706+58.2% | $5,011+80.2% | $4,761+89.6% |
| Participant deferral / active EE | $18,133 | $5,954+204.5% | $5,202+248.6% | $5,982+203.1% |
| Admin fee / account holder | $999 | $17,074-94.2% | $13,984-92.9% | $11,246-91.1% |