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 | $104,627 | $217,402-51.9% | $185,823-43.7% | $167,490-37.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.00% | 148.36%-123.4pp | 122.05%-97.0pp | 478.56%-453.6pp |
| Employer contribution / active EE | $15,770 | $5,873+168.5% | $5,167+205.2% | $4,837+226.0% |
| Participant deferral / active EE | $36,338 | $6,356+471.7% | $5,568+552.6% | $6,341+473.0% |
| Admin fee / account holder | $39,145 | $19,811+97.6% | $16,237+141.1% | $12,309+218.0% |