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 8-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 | $133,999 | $148,534-9.8% | $135,903-1.4% | $139,434-3.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.36% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $7,680 | $5,243+46.5% | $4,856+58.1% | $4,751+61.6% |
| Participant deferral / active EE | $17,094 | $8,100+111.0% | $7,758+120.3% | $6,710+154.7% |
| Admin fee / account holder | $2,110 | $12,400-83.0% | $10,762-80.4% | $11,403-81.5% |