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 | $99,001 | $108,919-9.1% | $100,391-1.4% | $145,922-32.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.67% | 57.88%-43.2pp | 49.20%-34.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,357 | $4,419-69.3% | $3,942-65.6% | $4,660-70.9% |
| Participant deferral / active EE | $14,150 | $8,445+67.6% | $8,082+75.1% | $6,688+111.6% |
| Admin fee / account holder | $8,636 | $9,689-10.9% | $7,899+9.3% | $13,397-35.5% |