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 5-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 | $118,555 | $159,934-25.9% | $147,005-19.4% | $145,959-18.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.10% | 98.24%-82.1pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $24,785 | $5,287+368.8% | $4,934+402.3% | $4,661+431.8% |
| Participant deferral / active EE | $10,474 | $8,427+24.3% | $8,070+29.8% | $6,689+56.6% |
| Admin fee / account holder | $772 | $15,053-94.9% | $13,006-94.1% | $13,398-94.2% |