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 9-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 | $107,120 | $165,984-35.5% | $164,813-35.0% | $145,922-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.77% | 100.03%-83.3pp | 69.93%-53.2pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,027 | $5,273-42.6% | $4,341-30.3% | $4,660-35.0% |
| Participant deferral / active EE | $3,067 | $6,959-55.9% | $6,031-49.1% | $6,688-54.1% |
| Admin fee / account holder | $937 | $16,648-94.4% | $12,690-92.6% | $13,397-93.0% |