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 | $141,026 | $210,648-33.1% | $177,989-20.8% | $145,922-3.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.69% | 385.86%-362.2pp | 294.48%-270.8pp | 561.29%-537.6pp |
| Employer contribution / active EE | $11,790 | $4,565+158.3% | $3,949+198.6% | $4,660+153.0% |
| Participant deferral / active EE | $12,581 | $6,958+80.8% | $6,276+100.5% | $6,688+88.1% |
| Admin fee / account holder | $8,723 | $12,013-27.4% | $10,363-15.8% | $13,397-34.9% |