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 5-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 | $135,333 | $159,602-15.2% | $150,045-9.8% | $142,382-5.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.94% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $12,504 | $4,961+152.1% | $4,693+166.4% | $4,299+190.8% |
| Participant deferral / active EE | $13,852 | $8,310+66.7% | $7,997+73.2% | $6,507+112.9% |
| Admin fee / account holder | $15,385 | $14,846+3.6% | $13,435+14.5% | $12,624+21.9% |