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 | $140,988 | $176,056-19.9% | $159,436-11.6% | $167,490-15.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.47% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,623 | $5,297-31.6% | $4,829-25.0% | $4,837-25.1% |
| Participant deferral / active EE | $9,772 | $7,750+26.1% | $7,352+32.9% | $6,341+54.1% |
| Admin fee / account holder | $10,488 | $12,554-16.5% | $10,799-2.9% | $12,309-14.8% |