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 | $109,683 | $159,934-31.4% | $147,005-25.4% | $145,959-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $15,962 | $5,287+201.9% | $4,934+223.5% | $4,661+242.5% |
| Participant deferral / active EE | $10,167 | $8,427+20.6% | $8,070+26.0% | $6,689+52.0% |
| Admin fee / account holder | $2,352 | $15,053-84.4% | $13,006-81.9% | $13,398-82.4% |