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 6-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 | $119,096 | $148,534-19.8% | $135,903-12.4% | $139,434-14.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.81% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $15,881 | $5,243+202.9% | $4,856+227.0% | $4,751+234.3% |
| Participant deferral / active EE | $10,035 | $8,100+23.9% | $7,758+29.3% | $6,710+49.5% |
| Admin fee / account holder | $4,581 | $12,400-63.1% | $10,762-57.4% | $11,403-59.8% |