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 | $106,754 | $124,281-14.1% | $109,143-2.2% | $167,490-36.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.26% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $24,471 | $4,207+481.6% | $3,722+557.5% | $4,837+405.9% |
| Participant deferral / active EE | $7,561 | $5,255+43.9% | $4,653+62.5% | $6,341+19.2% |
| Admin fee / account holder | $705 | $7,970-91.2% | $6,752-89.6% | $12,309-94.3% |