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 | $58,123 | $176,812-67.1% | $146,665-60.4% | $167,490-65.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.53% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $17,110 | $5,160+231.6% | $4,136+313.7% | $4,837+253.7% |
| Participant deferral / active EE | $11,185 | $6,440+73.7% | $5,506+103.1% | $6,341+76.4% |
| Admin fee / account holder | $29,975 | $13,259+126.1% | $10,280+191.6% | $12,309+143.5% |