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 | $100,488 | $100,773-0.3% | $88,946+13.0% | $142,382-29.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 42.77% | 70.18%-27.4pp | 57.82%-15.1pp | 217.08%-174.3pp |
| Employer contribution / active EE | $6,909 | $2,918+136.8% | $2,555+170.4% | $4,299+60.7% |
| Participant deferral / active EE | $13,241 | $5,230+153.2% | $4,581+189.0% | $6,507+103.5% |
| Admin fee / account holder | $3,950 | $9,693-59.2% | $8,261-52.2% | $12,624-68.7% |