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 | $219,735 | $165,335+32.9% | $149,696+46.8% | $158,922+38.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.52% | 348.15%-338.6pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,433 | $5,103-71.9% | $4,644-69.1% | $4,761-69.9% |
| Participant deferral / active EE | $5,674 | $7,181-21.0% | $6,842-17.1% | $5,982-5.1% |
| Admin fee / account holder | $368 | $10,807-96.6% | $9,309-96.0% | $11,246-96.7% |