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 | $140,597 | $179,726-21.8% | $156,263-10.0% | $142,382-1.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.15% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,569 | $5,069-29.6% | $4,333-17.6% | $4,299-17.0% |
| Participant deferral / active EE | $19,184 | $6,956+175.8% | $6,158+211.5% | $6,507+194.8% |
| Admin fee / account holder | $4,840 | $17,272-72.0% | $14,255-66.0% | $12,624-61.7% |