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 | $138,541 | $227,553-39.1% | $189,557-26.9% | $167,490-17.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.95% | 78.40%-59.4pp | 64.17%-45.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $14,075 | $5,316+164.8% | $4,412+219.0% | $4,837+191.0% |
| Participant deferral / active EE | $12,010 | $7,002+71.5% | $6,174+94.5% | $6,341+89.4% |
| Admin fee / account holder | $5,332 | $11,878-55.1% | $9,807-45.6% | $12,309-56.7% |