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 | $64,155 | $165,335-61.2% | $149,696-57.1% | $158,922-59.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 65.48% | 348.15%-282.7pp | 276.60%-211.1pp | 302.83%-237.3pp |
| Employer contribution / active EE | $3,565 | $5,103-30.1% | $4,644-23.2% | $4,761-25.1% |
| Participant deferral / active EE | $11,865 | $7,181+65.2% | $6,842+73.4% | $5,982+98.3% |
| Admin fee / account holder | $3,331 | $10,807-69.2% | $9,309-64.2% | $11,246-70.4% |