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 | $91,847 | $165,335-44.4% | $149,696-38.6% | $158,922-42.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.33% | 348.15%-313.8pp | 276.60%-242.3pp | 302.83%-268.5pp |
| Employer contribution / active EE | $26,476 | $5,103+418.8% | $4,644+470.1% | $4,761+456.1% |
| Participant deferral / active EE | $14,875 | $7,181+107.1% | $6,842+117.4% | $5,982+148.6% |
| Admin fee / account holder | $571 | $10,807-94.7% | $9,309-93.9% | $11,246-94.9% |