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 8-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 | $142,295 | $217,402-34.5% | $185,823-23.4% | $167,490-15.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.40% | 148.36%-127.0pp | 122.05%-100.6pp | 478.56%-457.2pp |
| Employer contribution / active EE | $10,940 | $5,873+86.3% | $5,167+111.7% | $4,837+126.2% |
| Participant deferral / active EE | $10,751 | $6,356+69.1% | $5,568+93.1% | $6,341+69.5% |
| Admin fee / account holder | $4,082 | $19,811-79.4% | $16,237-74.9% | $12,309-66.8% |