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 | $114,978 | $159,901-28.1% | $146,958-21.8% | $145,922-21.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.38% | 98.13%-68.8pp | 418.34%-389.0pp | 561.29%-531.9pp |
| Employer contribution / active EE | $5,293 | $5,286+0.1% | $4,933+7.3% | $4,660+13.6% |
| Participant deferral / active EE | $10,487 | $8,428+24.4% | $8,070+30.0% | $6,688+56.8% |
| Admin fee / account holder | $1,160 | $15,044-92.3% | $12,998-91.1% | $13,397-91.3% |