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 | $41,401 | $217,402-81.0% | $185,823-77.7% | $167,490-75.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.02% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $10,171 | $5,873+73.2% | $5,167+96.8% | $4,837+110.3% |
| Participant deferral / active EE | $5,028 | $6,356-20.9% | $5,568-9.7% | $6,341-20.7% |
| Admin fee / account holder | $431 | $19,811-97.8% | $16,237-97.3% | $12,309-96.5% |