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 | $132,387 | $159,901-17.2% | $146,958-9.9% | $145,922-9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.08% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $10,565 | $5,286+99.9% | $4,933+114.2% | $4,660+126.7% |
| Participant deferral / active EE | $12,707 | $8,428+50.8% | $8,070+57.5% | $6,688+90.0% |
| Admin fee / account holder | $37,480 | $15,044+149.1% | $12,998+188.3% | $13,397+179.8% |