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 | $112,698 | $158,398-28.9% | $126,539-10.9% | $142,382-20.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.29% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $20,169 | $4,650+333.7% | $3,674+449.0% | $4,299+369.1% |
| Participant deferral / active EE | $15,417 | $4,767+223.4% | $4,083+277.6% | $6,507+136.9% |
| Admin fee / account holder | $2,899 | $6,918-58.1% | $6,065-52.2% | $12,624-77.0% |