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 | $109,817 | $176,056-37.6% | $159,436-31.1% | $167,490-34.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.55% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $7,333 | $5,297+38.4% | $4,829+51.8% | $4,837+51.6% |
| Participant deferral / active EE | $6,529 | $7,750-15.8% | $7,352-11.2% | $6,341+3.0% |
| Admin fee / account holder | $951 | $12,554-92.4% | $10,799-91.2% | $12,309-92.3% |