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 | $118,097 | $159,602-26.0% | $150,045-21.3% | $142,382-17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.45% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $11,561 | $4,961+133.1% | $4,693+146.3% | $4,299+168.9% |
| Participant deferral / active EE | $9,145 | $8,310+10.0% | $7,997+14.4% | $6,507+40.5% |
| Admin fee / account holder | $1,680 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |