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 | $126,956 | $159,901-20.6% | $146,958-13.6% | $145,922-13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.09% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,903 | $5,286-45.1% | $4,933-41.1% | $4,660-37.7% |
| Participant deferral / active EE | $10,405 | $8,428+23.5% | $8,070+28.9% | $6,688+55.6% |
| Admin fee / account holder | $67,249 | $15,044+347.0% | $12,998+417.4% | $13,397+402.0% |