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 | $117,692 | $159,901-26.4% | $146,958-19.9% | $145,922-19.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $12,185 | $5,286+130.5% | $4,933+147.0% | $4,660+161.5% |
| Participant deferral / active EE | $13,939 | $8,428+65.4% | $8,070+72.7% | $6,688+108.4% |
| Admin fee / account holder | $993 | $15,044-93.4% | $12,998-92.4% | $13,397-92.6% |