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 8-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 | $103,490 | $209,411-50.6% | $178,490-42.0% | $158,922-34.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.13% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,737 | $5,706-69.6% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $5,553 | $5,954-6.7% | $5,202+6.8% | $5,982-7.2% |
| Admin fee / account holder | $336 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |