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 | $114,506 | $159,901-28.4% | $146,958-22.1% | $145,922-21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.44% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $45,540 | $5,286+761.5% | $4,933+823.2% | $4,660+877.3% |
| Participant deferral / active EE | $50,000 | $8,428+493.2% | $8,070+519.6% | $6,688+647.6% |
| Admin fee / account holder | $28,526 | $15,044+89.6% | $12,998+119.5% | $13,397+112.9% |