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 | $139,487 | $217,402-35.8% | $185,823-24.9% | $167,490-16.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.88% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $5,386 | $5,873-8.3% | $5,167+4.2% | $4,837+11.3% |
| Participant deferral / active EE | $5,054 | $6,356-20.5% | $5,568-9.2% | $6,341-20.3% |
| Admin fee / account holder | $2,123 | $19,811-89.3% | $16,237-86.9% | $12,309-82.7% |