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 | $80,188 | $180,749-55.6% | $160,784-50.1% | $137,256-41.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.21% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,278 | $4,155-21.1% | $3,733-12.2% | $4,156-21.1% |
| Participant deferral / active EE | $7,575 | $6,844+10.7% | $6,293+20.4% | $6,407+18.2% |
| Admin fee / account holder | $143,478 | $10,397+1280.0% | $9,717+1376.6% | $12,270+1069.3% |